Li Lu
Himalaya Capital Management
Himalaya Capital Management Portfolio 13F
Li Lu Holdings Activity
- Portfolio value:
- $1.79B≈ (-$248M≈)
- Previous value:
- $2.04B≈
- # of changes:
- 2
- New positions:
- 0
- Reported for:
- 30 Jun 2023 (Q2)
- Latest filing date:
- 14 Aug 2023
Himalaya Capital Management has disclosed a total of 2 changes to the portfolio in the (2023 Q2) SEC report(s): increased the number of shares of 1 and completely sold out 1 position(s).
What stocks did Li Lu buy in 2023 Q2?
During 2023 Q2 Li Lu has bought (EWBC) East West Bancorp Inc (added shares +20.91%).
In the 2023 Q2 report(s) no changes have been made to any of these investments.
2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
East West Bancorp Inc
|
+20.91%
|
+480,051
|
2,776,351
|
+1.41%
|
$52.79
|
+154.49%($134.34)
|
8.18%
|
2023 Q1
|
≈ 0.50 years
|
|
|
|
Micron Technology Inc
|
-100%
|
-6,826,079
|
0
|
-20.2%
|
$60.34
|
+1,369.08%($886.44)
|
0.00%
|
2019 Q4
|
≈ 3.50 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.