Himalaya Capital Management Llc (Li Lu)
Basic Stats
Market Value
2.69B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (1)
Avg. Holding Period
12 years
Turnover
0.1%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
49.0%
National Commercial Banks
18.4%
Services-business Services, Nec
17.9%
Fire, Marine & Casualty Insurance
16.2%
State Commercial Banks
10.4%
Crude Petroleum & Natural Gas
2.3%
Blank Checks
1.1%
Electronic Computers
0.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BAC | Bk Of America Corp | 493.61M | 18.4% | 10.4M | -24.7% | -3.4M | 47.00 | 0.1% |
 PDD | Pdd Holdings Inc | 482.27M | 17.9% | 4.6M | New Buy | 4.6M | 105.00 | 0.1% |
 GOOGL | Alphabet Inc | 448.21M | 16.7% | 2.5M | — | — | 176.00 | 0.0% |
 BRK-B | Berkshire Hathaway Inc Del | 436.10M | 16.2% | 897.7K | — | — | 486.00 | 0.0% |
 GOOG | Alphabet Inc | 434.84M | 16.2% | 2.5M | — | — | 177.00 | 0.0% |
 EWBC | East West Bancorp Inc | 280.36M | 10.4% | 2.8M | — | — | 101.00 | 2.0% |
 OXY | Occidental Pete Corp | 61.61M | 2.3% | 1.5M | — | — | 42.00 | 0.1% |
 SOC | Sable Offshore Corp | 29.52M | 1.1% | 1.3M | — | — | 22.00 | 1.5% |
 AAPL | Apple Inc | 22.69M | 0.8% | 110.6K | — | — | 205.00 | 0.0% |