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Li Lu

Himalaya Capital

A long-term investor trusted by Charlie Munger, concentrated in very few stocks.

Stock Portfolio$3.70 BNet Seller
Period
Q2 2026
As of Jun 30, 2026
Filed
Aug 14, 2026
Positions
8

Largest Positions

Q2 2026
  1. GOOGLAlphabet Inc.24.5%$909 MUnchanged
  2. GOOGAlphabet Inc23.4%$866 MUnchanged
  3. PDDPDD Holdings Inc22.2%$821 MAdded+ 134%
  4. BRK.BBerkshire Hathaway Inc15.0%$555 MAdded+ 23%
  5. EWBCEast West Bancorp Inc9.7%$358 MUnchanged
  6. CROXCROCS INC2.9%$107 MUnchanged
  7. TMETENCENT MUSIC ENTERTAINM1.5%$55.0 MUnchanged
  8. AAPLApple Inc0.86%$32.0 MUnchanged

What They Did This Quarter

Q1 2026 to Q2 2026

New0

No positions in this group.

Added2

  1. PDDPDD Holdings Inc+ 134%$821 M
  2. BRK.BBerkshire Hathaway Inc+ 23%$555 M

Trimmed0

No positions in this group.

Sold Out6

  1. BACBank of America Corp$146 M
  2. OXYOccidental Petroleum Corp$95.3 M
  3. SPGIS&P Global Inc$51.7 M
  4. HRBBLOCK H & R INC$51.6 M
  5. MCOMoody's Corporation$51.4 M
  6. +1 More

All Positions · 8

RankCompanySharesValueWeightChange
1GOOGLAlphabet Inc.2.54 M$909 M24.5%Unchanged
2GOOGAlphabet Inc2.45 M$866 M23.4%Unchanged
3PDDPDD Holdings Inc10.8 M$821 M22.2%Added+ 134%
4BRK.BBerkshire Hathaway Inc1.11 M$555 M15.0%Added+ 23%
5EWBCEast West Bancorp Inc2.78 M$358 M9.7%Unchanged
6CROXCROCS INC887,093$107 M2.9%Unchanged
7TMETENCENT MUSIC ENTERTAINM6.59 M$55.0 M1.5%Unchanged
8AAPLApple Inc110,600$32.0 M0.86%Unchanged

Recent Quarters

  1. $2.47 BQ3 20248 Positions
  2. $2.71 BQ4 20248 Positions
  3. $2.21 BQ1 20258 Positions
  4. $2.69 BQ2 20259 Positions
  5. $3.23 BQ3 20259 Positions
  6. $3.57 BQ4 20259 Positions
  7. $3.20 BQ1 202614 Positions
  8. $3.70 BQ2 20268 Positions

Each bar is the stock portfolio at that quarter's end; options not included.

Not Investment Advice

This screen shows public filings. Copying these investors' trades is not a recommendation; the data is weeks or even months late and does not show the whole position.

A 13F only shows long positions and options traded in the US; short sales, cash and foreign shares are not visible. The filing can come up to 45 days after quarter end.

Buys and sells are computed from the SHARE COUNT difference between two consecutive filings; price changes are not counted as buying. Stock splits are removed from the counts.

Photo: Himalaya Capital · Cropped

SEC EDGARFiled Aug 14, 2026 · As of Jun 30, 2026

To Understand This

What Is a 13F: How to Read Famous Investors' PortfoliosThe filing that shows what Buffett bought is real, but it is three months late and only part of the picture.Options: Calls, Puts and the Anatomy of a PremiumA way to trade direction without owning the stock — and why the clock inside the premium always runs against the buyer.