Li Lu
Himalaya Capital Management
Himalaya Capital Management Portfolio 13F
Li Lu Holdings Activity
- Portfolio value:
- $3.20B≈ (-$368M≈)
- Previous value:
- $3.57B≈
- # of changes:
- 7
- New positions:
- 5
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Himalaya Capital Management has disclosed a total of 7 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1, bought 5 totally new and decreased the number of shares of 1 position(s).
What stocks is Li Lu buying now?
In the latest report(s) no changes have been made to any of these investments.
7 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
H&R Block Inc
|
new
|
+1,626,906
|
1,626,906
|
+1.61%
|
$31.74
|
+31.70%($41.80)
|
1.61%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Moodys Corp
|
new
|
+117,784
|
117,784
|
+1.61%
|
$436.25
|
+16.65%($508.90)
|
1.61%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
MSCI Inc
|
new
|
+18,939
|
18,939
|
+0.32%
|
$539.01
|
+16.19%($626.30)
|
0.32%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+121,463
|
121,463
|
+1.61%
|
$425.34
|
+5.85%($450.22)
|
1.61%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Tencent Music Entertainment Group
|
new
|
+6,590,836
|
6,590,836
|
+1.91%
|
$9.28
|
-1.56%($9.14)
|
1.91%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Crocs Inc
|
+41.22%
|
+258,934
|
887,093
|
+0.67%
|
$83.02
|
+65.95%($137.77)
|
2.30%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Bank of America Corp
|
-71.26%
|
-7,433,400
|
2,997,987
|
-10.15%
|
$48.75
|
+26.27%($61.56)
|
4.57%
|
2020 Q1
|
≈ 6.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.