Li Lu - Himalaya Capital Management Portfolio (Q2 2026)

Published:
Last Updated:

Himalaya Capital Management, Li Lu, has built a diversified portfolio of 8 publicly traded holdings with a total market value of $3.70B, according to the SEC 13F filed on Aug 14, 2026 (holdings as of quarter-end Jun 30, 2026). This analysis examines that filing to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 24.5% of the total portfolio value. The top 5 holdings account for 94.8% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

8
Total Holdings
$3.7B
Portfolio Value
Jun 30, 2026
Latest Filing
24.5%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in ALPHABET INC (GOOGL) represents 24.5% of the total portfolio, valued at $908.9M.

Rank Symbol Company Value Portfolio % Change
1 GOOGL ALPHABET INC $908.9M 24.5% -
2 GOOG ALPHABET INC $866.1M 23.4% -
3 PDD PDD HOLDINGS INC $820.9M 22.2% +133.5%
4 BRK-B BERKSHIRE HATHAWAY INC DEL $554.6M 15.0% +23.5%
5 EWBC EAST WEST BANCORP INC $358.4M 9.7% -

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 61 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
PDD PDD Holdings Inc. +6,153,119 Jun 30, 2026 BUY
BAC Bank of America Corporation -2,997,987 Jun 30, 2026 SELL
HRB H&R Block, Inc. -1,626,906 Jun 30, 2026 SELL
OXY Occidental Petroleum Corporatio -1,466,500 Jun 30, 2026 SELL
BRK-B Berkshire Hathaway Inc. New +210,569 Jun 30, 2026 BUY
SPGI S&P Global Inc. -121,463 Jun 30, 2026 SELL
MCO Moody's Corporation -117,784 Jun 30, 2026 SELL
MSCI MSCI Inc. -18,939 Jun 30, 2026 SELL
BAC Bank of America Corporation -7,433,400 Mar 31, 2026 SELL
TME Tencent Music Entertainment Gro +6,590,836 Mar 31, 2026 BUY

Investment Strategy Insights

Himalaya Capital Management's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in ALPHABET INC (GOOGL) demonstrates strong conviction in this particular investment opportunity. indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 61 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 8 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Himalaya Capital Management's portfolio as of Jun 30, 2026 reflects a strategic approach to equity investing with 8 holdings valued at $3.7B. The concentrated position in ALPHABET INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

Other Investor Portfolios