Li Lu's Portfolio

Himalaya Capital Management 13F holdings

What is Li Lu's portfolio?

Himalaya Capital Management has disclosed a total of 8 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $2,212,436,862.

What stocks does Li Lu own?

In Li Lu's portfolio as of 31 Mar 2025, the top 5 holdings 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%).

To see the historical data of Himalaya Capital Management's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Himalaya Capital Management's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $2,212M+
Period: 2025 Q1
Number of stock: 8
Update: 15 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
SOC
SABLE OFFSHORE CORP
1.54%
1,343,000
$25.37
13.76% $28.86
$34,071,910
OXY
OCCIDENTAL PETROLEUM CORP
3.27%
1,466,500
$49.36
12.80% $43.04
$72,386,440
EWBC
EAST WEST BANCORP INC
11.26%
2,332,134
$89.76
6.39% $95.50
$209,332,423
BRK.B
BERKSHIRE HATHAWAY INC CL-B
21.61%
897,749
$532.58
3.43% $514.31
$478,123,162
BAC
BANK OF AMERICA CORP
26.12%
13,846,633
$41.73
7.09% $44.69
$577,819,995
-23.42% (-4,234,500)
-7.99%
AAPL
APPLE INC
1.11%
94,563
$222.13
4.90% $211.25
$21,005,279
-65.19% (-177,070)
-2.08%
GOOG
ALPHABET INC-CL C
17.31%
2,451,300
$156.23
7.17% $167.43
$382,966,599
-19.47% (-592,700)
-4.19%
GOOGL
ALPHABET INC-CL A
17.78%
2,543,300
$154.64
7.47% $166.19
$393,295,912
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.