Li Lu Holdings Activity

Himalaya Capital Management Portfolio 13F

Himalaya Capital Management has disclosed a total of 1 change to the portfolio in the latest (2024 Q2) SEC report(s): bought 1 totally new position(s).

What stocks is Li Lu buying now?

In the recent quarter Li Lu has bought (OXY) OCCIDENTAL PETROLEUM CORP (new buy).

What does Li Lu invest in?

Li Lu's top 5 holdings (by % of portfolio) are (BAC) BANK OF AMERICA CORP (28.07%), (GOOG) ALPHABET INC-CL C (21.8%), (GOOGL) ALPHABET INC-CL A (18.08%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (14.26%) and (EWBC) EAST WEST BANCORP INC (7.94%).

In the latest report(s) no changes have been made to any of these investments.

2024 Q2 (1 result)
OXY
buy
+1,466,500
+3.61%
$63.03
17.90% $51.75
3.61%
2023 Q2 (2 results)
EWBC
+20.91%
+480,051
+1.41%
$52.79
53.95% $81.27
8.18%
MU
-100.00%
-6,826,079
-22.99%
$60.34
44.76% $87.35
0.00%
2023 Q1 (3 results)
EWBC
buy
+2,296,300
+6.25%
$55.50
46.43% $81.27
6.25%
BAC
+23.95%
+3,494,146
+4.90%
$28.60
38.53% $39.62
25.36%
MU
-40.52%
-4,650,444
-13.76%
$60.34
44.76% $87.35
0.00%
2022 Q4 (1 result)
GOOGL
+168.28%
+1,595,300
+7.30%
$88.23
81.13% $159.81
11.64%
2022 Q2 (3 results)
GOOGL
buy
+948,000
+5.51%
$108.96
46.66% $159.81
5.51%
GOOG
+77.18%
+1,326,000
+7.74%
$109.37
47.03% $160.81
17.77%
META
-100.00%
-876,200
-10.40%
$222.36
141.93% $537.95
0.00%
2021 Q4 (3 results)
META
+53.02%
+303,600
+3.83%
$336.35
59.94% $537.95
11.06%
BAC
+18.03%
+2,228,000
+3.72%
$44.49
10.95% $39.62
24.36%
PDD
-100.00%
-363,165
-1.24%
$90.67
8.34% $98.23
0.00%
2021 Q3 (1 result)
BRK.B
buy
+897,749
+11.41%
$272.94
67.29% $456.60
11.41%
2021 Q1 (1 result)
META
-40.37%
-387,700
-5.77%
$294.53
82.65% $537.95
8.53%
2020 Q4 (3 results)
AAPL
buy
+759,600
+5.55%
$132.69
66.32% $220.69
5.55%
PDD
buy
+363,165
+3.55%
$177.67
44.71% $98.23
3.55%
META
-27.85%
-370,700
-5.58%
$273.16
96.94% $537.95
14.45%
2020 Q3 (2 results)
META
+118.59%
+722,100
+14.42%
$261.90
105.40% $537.95
26.58%
MU
+15.81%
+1,567,100
+5.61%
$46.96
86.01% $87.35
41.09%
2020 Q2 (3 results)
META
buy
+608,900
+13.00%
$227.07
136.91% $537.95
13.00%
GOOG
buy
+1,718,000
+11.42%
$70.68
127.52% $160.81
11.42%
BABA
-100.00%
-175,000
-3.20%
$194.48
56.59% $84.42
0.00%
2020 Q1 (3 results)
BAC
buy
+12,358,987
+36.79%
$21.23
86.62% $39.62
36.79%
BABA
buy
+175,000
+4.77%
$194.48
56.59% $84.42
0.00%
MU
+26.81%
+2,095,000
+12.35%
$42.06
107.68% $87.35
58.44%
2019 Q4 (3 results)
MU
buy
+7,814,423
+100.00%
$53.78
62.42% $87.35
100.00%
BIDU
-100.00%
-5,800
-0.32%
$228.62
62.96% $84.67
0.00%
BABA
-100.00%
-53,000
-2.08%
$164.75
48.76% $84.42
0.00%
2018 Q2 (2 results)
WB
-100.00%
-5,230
-5.56%
$119.50
93.72% $7.51
0.00%
SINA
-100.00%
-52,300
-48.51%
$104.26
-
0.00%
2018 Q1 (1 result)
BABA
buy
+53,000
+56.89%
$183.55
54.01% $84.42
56.89%
2017 Q2 (2 results)
WB
buy
+5,230
+5.97%
$66.54
88.71% $7.51
5.97%
BIDU
-99.12%
-653,918
-2,005.76%
$178.79
52.64% $84.67
17.79%
34 of 34

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.