Li Lu
Himalaya Capital Management
Himalaya Capital Management Portfolio 13F
Li Lu Holdings Activity
- Portfolio value:
- $3.70B~ (+$502M~)
- Previous value:
- $3.20B~
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Himalaya Capital Management has disclosed a total of 8 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 2 and completely sold out 6 position(s).
8 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
PDD Holdings Inc
|
+133.53%
|
+6,153,119
|
10,761,119
|
+12.68%
|
$76.28
|
+9.06%($83.19)
|
22.17%
|
2025 Q2
|
~1.25 years
|
|
|
|
Berkshire Hathaway Inc
|
+23.46%
|
+210,569
|
1,108,318
|
+2.85%
|
$500.39
|
+0.86%($504.70)
|
14.98%
|
2021 Q3
|
~5.00 years
|
|
|
|
Bank of America Corp
|
-100%
|
-2,997,987
|
0
|
-4.57%
|
$48.75
|
+27.83%($62.32)
|
0.00%
|
2020 Q1
|
~6.25 years
|
|
|
|
Occidental Petroleum Corp
|
-100%
|
-1,466,500
|
0
|
-2.98%
|
$65.00
|
-6.33%($60.88)
|
0.00%
|
2024 Q2
|
~2.00 years
|
|
|
|
S&P Global Inc
|
-100%
|
-121,463
|
0
|
-1.61%
|
$425.34
|
+1.96%($433.66)
|
0.00%
|
2026 Q1
|
~0.25 years
|
|
|
|
Moodys Corp
|
-100%
|
-117,784
|
0
|
-1.61%
|
$436.25
|
+14.93%($501.36)
|
0.00%
|
2026 Q1
|
~0.25 years
|
|
|
|
MSCI Inc
|
-100%
|
-18,939
|
0
|
-0.32%
|
$539.01
|
+5.55%($568.90)
|
0.00%
|
2026 Q1
|
~0.25 years
|
|
|
|
H&R Block Inc
|
-100%
|
-1,626,906
|
0
|
-1.61%
|
$31.74
|
+64.35%($52.17)
|
0.00%
|
2026 Q1
|
~0.25 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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".