- Portfolio
- Activity
Li Lu Holdings Activity
Himalaya Capital Management Portfolio 13F
Himalaya Capital Management has disclosed a total of 7 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1, bought 5 totally new and decreased the number of shares of 1 position(s).
What stocks is Li Lu buying now?
In the recent quarter Li Lu has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (TME) TENCENT MUSIC ENTERTAINM-ADR (new buy), (SPGI) S&P GLOBAL INC (new buy), (HRB) H&R BLOCK INC (new buy), (MCO) MOODY'S CORP (new buy) and (CROX) CROCS INC (added shares +41.22%).
What does Li Lu invest in?
Li Lu's top 5 holdings (by % of portfolio) are (GOOGL) ALPHABET INC-CL A (22.85%), (GOOG) ALPHABET INC-CL C (21.97%), (PDD) PINDUODUO INC-ADR (14.71%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (13.44%) and (EWBC) EAST WEST BANCORP INC (9.26%).
In the latest report(s) no changes have been made to any of these investments.
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.