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

Sold out of a position that was 121,463 shares worth $51.66M as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

S&P Global Inc (SPGI) is gone from Li Lu's Himalaya Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 121K shares worth about $51.7M, or 1.61% of the reported book. SPGI had been in the portfolio for 1 quarter, since the quarter ended March 31, 2026.

What did the 2026 Q2 filing report for SPGI?

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

Before After
Shares 121K 0
Reported value $51.7M $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 121K shares of SPGI between the quarter ended March 31, 2026 and June 30, 2026. The SPGI exit was the 5th largest of the quarter's 8 position changes by percent change to portfolio.

Where does SPGI sit in the Li Lu portfolio?

Before the sale, SPGI 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 SPGI?

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

Li Lu shares of SPGI by quarter

Did other funds buy or sell SPGI in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 14 still hold SPGI. One other tracked fund sold out of it this quarter as well. Meanwhile 5 opened it. The largest buyers of SPGI this quarter were Chris Hohn, Eagle Capital Management and Bill Ackman. The largest sellers were Dev Kantesaria, William Von Mueffling and Parnassus Endeavor Fund. Every tracked holder of SPGI is on the SPGI ownership page.

FAQ

How many SPGI shares did Li Lu sell?

Li Lu sold all 121K shares of SPGI it reported a quarter earlier, worth about $51.7M.

When did Li Lu first buy SPGI?

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

How much of the Li Lu portfolio was SPGI?

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

Did other funds sell SPGI in 2026 Q2?

One other tracked fund sold out of SPGI in 2026 Q2 and 4 trimmed it; 14 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
Alan Irwin
Alan Irwin
Valuesider analyst