Li Lu's Himalaya Capital Portfolio Shows Major Quarterly Shifts in Tech and Financials
Li Lu's portfolio experienced significant changes in the latest quarter, featuring substantial increases in Alphabet (GOOGL/GOOG), Crocs (CROX), and several new positions, alongside a major reduction in Bank of America (BAC).
As of March 31, 2026, Li Lu's portfolio managed by Himalaya Capital Management showed notable quarterly trends, with significant shifts across major holdings. The total portfolio value stood at approximately $3.2 billion.
Two of the portfolio's largest positions, Alphabet Inc. (represented by GOOGL and GOOG), saw moderate changes. Google's parent company experienced a slight increase in shares for GOOGL (+3.75%) while GOOG saw a small decrease (-3.62%).
A major reduction occurred in Bank of America (BAC), with a significant 71.26% decrease in shares, indicating a substantial reallocation away from this Financial Services stock.
Conversely, Crocs Inc. (CROX) saw a substantial 41.22% increase in its share count, highlighting a significant new investment or increased position in the Consumer Cyclical sector.
Several other positions were initiated or significantly increased during the quarter. Tencent Music Entertainment Group (TME), S&P Global Inc. (SPGI), Block H & R Inc. (HRB), Moody's Corp (MCO), and MSCI Inc. (MSCI) all experienced 100% increases in their share counts, suggesting these were either new positions or fully replaced holdings from the previous quarter.
For detailed insights into Li Lu's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/li-lu-himalaya-capital-management. You can also explore individual stock positions like GOOGL, GOOG, BAC, and CROX on Insiderset.com.