Himalaya Capital Management Portfolio Concentration: Li Lu's Holdings Analysis (March 2026)
Analysis of Li Lu's Himalaya Capital Management portfolio as of March 31, 2026, highlighting significant holdings and concentration levels.
As of March 31, 2026, Li Lu's portfolio at Himalaya Capital Management shows a significant concentration in specific sectors and holdings. The total portfolio value stands at approximately $3.2 billion.
The analysis reveals Alphabet Inc (GOOGL) and Alphabet Inc (GOOG) as the dominant holdings, representing a combined allocation of 44.82%. GOOGL holds a substantial 22.85% allocation, while GOOG accounts for 21.97%. These two stocks alone constitute the core of the portfolio's concentration.
Bank of America Corp (BAC) is the next largest holding at 4.57% of the portfolio. There has been a significant reduction in shares for this position, with a -71.26% change in shares from the prior period.
Several other positions show notable changes. CROCS Inc (CROX) saw a significant increase in shares (+41.22%), adding to the portfolio's exposure in the Consumer Cyclical sector. Tencent Music Entertainment Group (TME) and S&P Global Inc (SPGI) represent new additions or significantly increased positions, each representing a fresh 100% increase in shares from the prior period. Moody's Corporation (MCO) and MSCI Inc (MSCI) also show substantial new share increases.
Other significant holdings include Block H & R Inc (HRB) and Moody's Corporation (MCO), both falling within the Financial Services sector alongside BAC. The portfolio also includes smaller allocations to CROX and TME.
For a detailed view of Li Lu's investment profile, visit the investor profile page: https://www.insiderset.com/investor/li-lu-himalaya-capital-management. For detailed information on any specific stock holding, such as Alphabet Inc (GOOGL) https://www.insiderset.com/investors/stocks/GOOGL, Alphabet Inc (GOOG) https://www.insiderset.com/investors/stocks/GOOG, Bank of America Corp (BAC) https://www.insiderset.com/investors/stocks/BAC, or CROCS Inc (CROX) https://www.insiderset.com/investors/stocks/CROX, please refer to the respective stock pages.