Li Lu Holdings Activity

Himalaya Capital Management Portfolio 13F

Himalaya Capital Management has disclosed a total of 3 changes to the portfolio in the latest (2025 Q1) SEC report(s): decreased the number of shares of 3 position(s).

What stocks is Li Lu buying now?

In the recent quarter Li Lu has not purchased any securities.

What does Li Lu invest in?

Li Lu's top 5 holdings (by % of portfolio) are (BAC) BANK OF AMERICA CORP (26.12%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (21.61%), (GOOGL) ALPHABET INC-CL A (17.78%), (GOOG) ALPHABET INC-CL C (17.31%) and (EWBC) EAST WEST BANCORP INC (11.26%).

In the latest report(s) the following changes have been made to the top investments: (BAC) BANK OF AMERICA CORP (reduced shares -23.42%) and (GOOG) ALPHABET INC-CL C (reduced shares -19.47%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q3 (1 result)

SOC

SABLE OFFSHORE CORP

buy

+1,343,000

+1.28%

$23.63

36.65% $32.29

1.28%

2024 Q2 (1 result)

OXY

OCCIDENTAL PETROLEUM CORP

buy

+1,466,500

+3.61%

$63.03

34.82% $41.08

3.61%

2023 Q2 (1 result)

EWBC

EAST WEST BANCORP INC

+20.91%

+480,051

+1.41%

$52.79

72.27% $90.94

8.18%

2023 Q1 (2 results)

EWBC

EAST WEST BANCORP INC

buy

+2,296,300

+6.25%

$55.50

63.86% $90.94

6.25%

BAC

BANK OF AMERICA CORP

+23.95%

+3,494,146

+4.90%

$28.60

51.43% $43.31

25.36%

2022 Q4 (1 result)

GOOGL

ALPHABET INC-CL A

+168.28%

+1,595,300

+7.30%

$88.23

93.66% $170.87

11.64%

2022 Q2 (2 results)

GOOGL

ALPHABET INC-CL A

buy

+948,000

+5.51%

$108.96

56.81% $170.87

5.51%

GOOG

ALPHABET INC-CL C

+77.18%

+1,326,000

+7.74%

$109.37

57.24% $171.98

17.77%

2021 Q4 (2 results)