One name, Berkshire Hathaway Inc (BRK-B), is 14.98% of what Li Lu's Himalaya Capital Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 1.11M shares worth about $554.6M, the 4th largest of 8 stock positions. Li Lu added 23% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for BRK-B?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 14.98% |
| Shares | 1.11M |
| Reported value | $554.6M |
| Rank in portfolio | 4th of 8 |
| Largest holding | GOOGL at 24.55% |
| Top three holdings | 70.1% of the book |
| Change this quarter | +23% shares |
How concentrated is Li Lu in BRK-B?
BRK-B at 14.98% is 1.2 times the average stock position in the Li Lu portfolio, which is 12%. The largest holding is GOOGL at 24.55%. The three largest stocks together are 70.1% of the reported book. A quarter earlier BRK-B was 13.44% of the book.
Where does BRK-B sit in the Li Lu portfolio?
BRK-B ranks 4th of 8 stock positions in the Li Lu portfolio at 14.98%, about the fund's average stock position of 12%. The BRK-B addition was the 4th largest of the quarter's 8 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Li Lu reported 8 stock positions, with none opened and 6 closed. The total portfolio value is about $3.7B, up 16% from the prior quarter.
How long has Li Lu held BRK-B?
Li Lu first reported BRK-B in the quarter ended September 30, 2021. The weight peaked at 21.61% in 2025 Q1. The share count was unchanged the quarter before. Every reported trade is on the Li Lu BRK-B trade history page.
Did other funds buy or sell BRK-B in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 18 hold BRK-B. One other tracked fund sold out of it. The largest buyers of BRK-B this quarter were Duan Yongping, Donald Yacktman and Christopher Bloomstran. The largest sellers were Bill Gates, Thomas Russo and Francois Rochon. Every tracked holder of BRK-B is on the BRK-B ownership page.
FAQ
What share of the Li Lu portfolio is BRK-B?
BRK-B is 14.98% of the Li Lu portfolio as of 2026 Q2, the 4th largest of 8 stock positions.
What is the BRK-B stake of Li Lu worth?
Li Lu holds 1.11M shares of BRK-B, worth about $554.6M at June 30, 2026 prices, 14.98% of the reported portfolio.
What are the largest holdings of Li Lu?
The largest stock positions of Li Lu as of 2026 Q2 are GOOGL (24.55%), GOOG (23.39%) and PDD (22.17%), together 70.1% of the book.
Did Li Lu's Himalaya Capital Management change its BRK-B position in 2026 Q2?
Li Lu added 23% to the share count in 2026 Q2.