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Li Lu's Himalaya Capital Management exited its entire MCO position, 1.61% of the portfolio.

Sold out of a position that was 117,784 shares worth $51.38M as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

Li Lu's Himalaya Capital Management sold its entire Moodys Corp (MCO) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 118K shares worth about $51.4M, 1.61% of the portfolio; the 2026 Q2 filing lists none. MCO had been in the portfolio for 1 quarter, since the quarter ended March 31, 2026.

What did the 2026 Q2 filing report for MCO?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 118K 0
Reported value $51.4M $0
Portfolio weight 1.61% 0%
Held since 2026 Q1 sold out in 2026 Q2
Quarters held 1

What did Li Lu sell?

Li Lu sold 118K shares of MCO between the quarter ended March 31, 2026 and June 30, 2026. The MCO exit was the 7th largest of the quarter's 8 position changes by percent change to portfolio.

Where does MCO sit in the Li Lu portfolio?

Before the sale, MCO carried 1.61% of the Li Lu portfolio, below the fund's average stock position of 12%. The largest stock position is GOOGL at 24.55%. Next come GOOG at 23.39% and PDD at 22.17%. The three largest stocks together are 70.1% of the book. 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.

Li Lu buys and sells, 2026 Q2

How long has Li Lu held MCO?

Li Lu held MCO for 1 quarter, from the quarter ended March 31, 2026 to March 31, 2026. Every reported trade is on the Li Lu MCO trade history page.

Li Lu shares of MCO by quarter

Did other funds buy or sell MCO in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 13 still hold MCO. Meanwhile one opened it. The largest buyers of MCO this quarter were John Armitage and Bryan R. Lawrence. The largest sellers were Chuck Akre, Mark Massey and Nicolai Tangen. Every tracked holder of MCO is on the MCO ownership page.

FAQ

How many MCO shares did Li Lu sell?

Li Lu sold all 118K shares of MCO it reported a quarter earlier, worth about $51.4M.

When did Li Lu first buy MCO?

Li Lu first reported MCO in the quarter ended March 31, 2026.

How much of the Li Lu portfolio was MCO?

MCO was 1.61% of the Li Lu portfolio at the prior quarter-end, and 0% after the sale.

Did other funds sell MCO in 2026 Q2?

No other tracked fund sold out of MCO in 2026 Q2, but 4 trimmed it; 13 still hold it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst