Li Lu – Himalaya Capital Management LLC

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 265 new1 added1 reduced
≡	BAC – BK OF AMERICA CORP	Reduce 71.00%	−7,433,400	−11.51
Q4 2025filed Feb 17, 269 exited
≡	GOOGL – ALPHABET INC	Sell	−2,543,300	−22.31
≡	GOOG – ALPHABET INC	Sell	−2,451,300	−21.55
≡	BAC – BK OF AMERICA CORP	Sell	−10,431,387	−16.08
≡	PDD – PDD HOLDINGS INC	Sell	−4,608,000	−14.64
≡	BRK.B – BERKSHIRE HATHAWAY INC DEL	Sell	−897,749	−12.64
≡	EWBC – EAST WEST BANCORP INC	Sell	−2,776,351	−8.74
≡	OXY – OCCIDENTAL PETE CORP	Sell	−1,466,500	−1.69
≡	CROX – CROCS INC	Sell	−628,159	−1.51
≡	AAPL – APPLE INC	Sell	−110,600	−0.84
Q4 2025filed Feb 19, 261 new1 exited
≡	SOC – SABLE OFFSHORE CORP	Sell	−1,343,000	−0.73
Q1 2025filed May 15, 258 exited
≡	BAC – BK OF AMERICA CORP	Sell	−13,846,633	−26.12
≡	BRK-B – BERKSHIRE HATHAWAY INC DEL	Sell	−897,749	−21.61
≡	GOOGL – ALPHABET INC	Sell	−2,543,300	−17.78
≡	GOOG – ALPHABET INC	Sell	−2,451,300	−17.31
≡	EWBC – EAST WEST BANCORP INC	Sell	−2,776,351	−11.26
≡	OXY – OCCIDENTAL PETE CORP	Sell	−1,466,500	−3.27
≡	SOC – SABLE OFFSHORE CORP	Sell	−1,343,000	−1.54
≡	AAPL – APPLE INC	Sell	−110,600	−1.11
Q1 2025filed May 15, 253 reduced
≡	GOOG – ALPHABET INC	Reduce 19.00%	−592,700	−4.07
≡	BAC – BK OF AMERICA CORP	Reduce 23.00%	−4,234,500	−3.19
≡	AAPL – APPLE INC	Reduce 65.00%	−207,100	−1.82
Q3 2024filed Nov 14, 241 new1 reduced
≡	AAPL – APPLE INC	Reduce 58.00%	−441,900	−3.25