Himalaya Capital Management LLC

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 265 new1 added1 reduced
≡	TME – TENCENT MUSIC ENTMT GROUP	Buy	6,590,836	1.91
≡	SPGI – S&P GLOBAL INC	Buy	121,463	1.61
≡	XYZ – BLOCK H & R INC	Buy	1,626,906	1.61
≡	MCO – MOODYS CORP	Buy	117,784	1.61
≡	CROX – CROCS INC	Add 41.00%	258,934	0.80
≡	MSCI – MSCI INC	Buy	18,939	0.32
Q4 2025filed Feb 17, 269 new
≡	GOOG – ALPHABET INC	Buy	2,543,300	22.31
≡	GOOGL – ALPHABET INC	Buy	2,451,300	21.55
≡	BAC.CL – BK OF AMERICA CORP	Buy	10,431,387	16.08
≡	PDD – PDD HOLDINGS INC	Buy	4,608,000	14.64
≡	BRK.B – BERKSHIRE HATHAWAY INC DEL	Buy	897,749	12.64
≡	EWBC – EAST WEST BANCORP INC	Buy	2,776,351	8.74
≡	OXY – OCCIDENTAL PETE CORP	Buy	1,466,500	1.69
≡	CROX – CROCS INC	Buy	628,159	1.51
≡	AAPL – APPLE INC	Buy	110,600	0.84
Q4 2025filed Feb 19, 261 new1 exited
≡	CROX – CROCS INC	Buy	628,159	1.51
Q2 2025filed Aug 14, 259 new
≡	BAC – BK OF AMERICA CORP	Buy	10,431,387	18.36
≡	PDD – PDD HOLDINGS INC	Buy	4,608,000	17.93
≡	GOOGL – ALPHABET INC	Buy	2,543,300	16.67
≡	BRK.B – BERKSHIRE HATHAWAY INC DEL	Buy	897,749	16.22
≡	GOOG – ALPHABET INC	Buy	2,451,300	16.17
≡	EWBC – EAST WEST BANCORP INC	Buy	2,776,351	10.43
≡	OXY – OCCIDENTAL PETE CORP	Buy	1,466,500	2.29
≡	SOC – SABLE OFFSHORE CORP	Buy	1,343,000	1.10
≡	AAPL – APPLE INC	Buy	110,600	0.84
Q3 2024filed Nov 14, 241 new1 reduced
≡	SOC – SABLE OFFSHORE CORP	Buy	1,343,000	1.28
Q2 2024filed Aug 14, 241 new
≡	OXY – OCCIDENTAL PETE CORP	Buy	1,466,500	3.61