Li Lu's Portfolio

Himalaya Capital Management 13F holdings

What is Li Lu's portfolio?

Himalaya Capital Management has disclosed a total of 7 security holdings in their (2023 Q1) SEC 13F filing(s) with portfolio value of $2,039,300,000.

What stocks does Li Lu own?

In Li Lu's portfolio as of 31 Mar 2023, the top 5 holdings are (BAC) BANK OF AMERICA CORP (25.36%), (MU) MICRON TECHNOLOGY INC (20.20%), (GOOG) ALPHABET INC-CL C (15.52%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (13.59%) and (GOOGL) ALPHABET INC-CL A (12.94%).

To see the historical data of Himalaya Capital Management's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Himalaya Capital Management's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $2,039M+
Period: 2023 Q1
Number of stock: 7
Update: 16 May 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
12.94%
2,543,300
$103.73
52.57% $158.26
$263,817,000
GOOG
ALPHABET INC-CL C
15.52%
3,044,000
$104.00
53.77% $159.92
$316,576,000
AAPL
APPLE INC
6.14%
759,600
$164.90
1.21% $166.90
$125,258,000
BAC
BANK OF AMERICA CORP
25.36%
18,081,133
$28.60
34.16% $38.37
$517,120,000
+23.95% (+3,494,146)
+4.90%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
13.59%
897,749
$308.77
32.38% $408.74
$277,198,000
EWBC
EAST WEST BANCORP INC
6.25%
2,296,300
$55.50
35.68% $75.30
$127,445,000
buy
+6.25%
MU
MICRON TECHNOLOGY INC
20.20%
6,826,079
$60.34
86.38% $112.46
$411,886,000
-40.52% (-4,650,444)
-13.76%
7 of 7

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.