Li Lu - Himalaya Capital Management 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 16, 2022, the Himalaya Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2022, the filing reported:
New Buys - Alphabet Inc.
Increases - Alphabet Inc.
Reductions - None reported
Complete Exits - Meta Platforms, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.