Li Lu - Himalaya Capital Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2017 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+3.20B
+9,999%+
Winning Positions
+65.00%
13 wins / 20 positions
Average Gain (Winners)
$217.54M
+9,999%+ avg per position
Active Positions
14
2 losing positions
Portfolio Value Over Time
Total Positions Tracked
20
All holdings over time
Win/Loss Ratio
6.50
13 gains / 2 losses
Active vs. Exited
14 / 6
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | Communication Services | Jun 2022 | ACTIVE | $103.30K | $731.35M | $731.25M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Jun 2020 | ACTIVE | $121.43K | $703.18M | $703.06M | +9,999%+ |
| PDD | PDD Holdings Inc. | Consumer Cyclical | Dec 2020 | ACTIVE | $64.52K | $470.85M | $470.78M | +9,999%+ |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Sep 2021 | ACTIVE | $245.03K | $430.20M | $429.96M | +9,999%+ |
| EWBC | East West Bancorp, Inc. | Financial Services | Mar 2023 | ACTIVE | $127.44K | $296.40M | $296.28M | +9,999%+ |
| BAC | Bank of America Corporation | Financial Services | Mar 2020 | ACTIVE | $262.38K | $146.15M | $145.89M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Dec 2020 | ACTIVE | $100.79K | $28.07M | $27.97M | +9,999%+ |
| CROX | Crocs, Inc. | Consumer Cyclical | Dec 2025 | ACTIVE | $53.72M | $73.65M | $19.93M | +37.09% |
| OXY | Occidental Petroleum Corporatio | Energy | Jun 2024 | ACTIVE | $92.43M | $95.32M | $2.89M | +3.13% |
| META | Meta Platforms, Inc. | Communication Services | Jun 2020 | EXITED | $138.26K | $194.83K | $56.57K | +40.91% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.