Li Lu's Himalaya Capital Management holds 2.54M shares of Alphabet Inc, CL-A (GOOGL) worth about $908.9M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 24.55% of the reported portfolio, the largest of 8 stock positions. Li Lu left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for GOOGL?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 24.55% |
| Shares | 2.54M |
| Reported value | $908.9M |
| Rank in portfolio | 1st of 8 |
| Next largest holding | GOOG at 23.39% |
| Top three holdings | 70.1% of the book |
| Change this quarter | unchanged |
How concentrated is Li Lu in GOOGL?
GOOGL at 24.55% is 2 times the average stock position in the Li Lu portfolio, which is 12%. The next largest holding is GOOG at 23.39%. The three largest stocks together are 70.1% of the reported book. A quarter earlier GOOGL was 22.85% of the book.
Where does GOOGL sit in the Li Lu portfolio?
GOOGL is the largest of 8 stock positions in the Li Lu portfolio at 24.55%, above the fund's average stock position of 12%. 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 GOOGL?
Li Lu first reported GOOGL in the quarter ended June 30, 2022. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Li Lu GOOGL trade history page.
Did other funds buy or sell GOOGL in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 31 hold GOOGL. Another 3 sold out of it. The largest buyers of GOOGL this quarter were Warren Buffett, Daniel Loeb and Stephen Mandel. The largest sellers were Chase Coleman III, William Von Mueffling and Terry Smith. Every tracked holder of GOOGL is on the GOOGL ownership page.
FAQ
What share of the Li Lu portfolio is GOOGL?
GOOGL is 24.55% of the Li Lu portfolio as of 2026 Q2, the largest of 8 stock positions.
What is the GOOGL stake of Li Lu worth?
Li Lu holds 2.54M shares of GOOGL, worth about $908.9M at June 30, 2026 prices, 24.55% 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 GOOGL position in 2026 Q2?
Li Lu left the share count unchanged from the prior quarter.