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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q2 (1 result)
MU
MICRON TECHNOLOGY INC
-100.00%
-6,826,079
-22.99%
$60.34
92.29% $116.03
0.00%
2022 Q2 (1 result)
META
META PLATFORMS INC-CLASS A
-100.00%
-876,200
-10.40%
$222.36
212.17% $694.14
0.00%
2021 Q4 (1 result)
PDD
PINDUODUO INC-ADR
-100.00%
-281,452
-1.24%
$90.67
13.78% $103.16
0.00%
2020 Q2 (1 result)
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-175,000
-3.20%
$194.48
38.13% $120.33
0.00%
2019 Q4 (2 results)
BIDU
BAIDU INC - SPON ADR
-100.00%
-5,800
-0.32%
$228.62
61.71% $87.55
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-53,000
-2.08%
$164.75
26.96% $120.33
0.00%
2018 Q2 (2 results)
SINA
SINA CORP
-100.00%
-51,515
-48.51%
$104.26
-
0.00%
WB
WEIBO CORP-SPON ADR
-100.00%
-5,230
-5.56%
$119.50
91.86% $9.73
0.00%
8 of 8

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.