LL

Li Lu

Himalaya Capital Management LLC

Value Investing (Asia)

Portfolio Value

$3.57B

Total Holdings

9

Report Period

Dec 2025

Top 10 Holdings

GOOG
22.3%
GOOGL
21.6%
BAC.CL
16.1%
PDD
14.6%
BRK.B
12.6%
EWBC
8.7%
OXY
1.7%
CROX
1.5%
AAPL
0.8%
SOC
0.0%
Showing top 10 of 10 total holdings

Holdings (10)

Latest 13F positions

GO
2.54M$796.05M22.3%
+4%
2.45M$769.22M21.6%
-4%
BA
BK OF AMERICA CORP
10.43M$573.73M16.1%
-
PD
PDD HOLDINGS INC
4.61M$522.50M14.6%
-
BR
BERKSHIRE HATHAWAY INC DEL
897.7K$451.25M12.6%
-
EW
EAST WEST BANCORP INC
2.78M$312.03M8.7%
-
OX
OCCIDENTAL PETE CORP
1.47M$60.30M1.7%
-
628.2K$53.72M1.5%
+100%
110.6K$30.07M0.8%
-
SO
SABLE OFFSHORE CORP
0$0-
-100%