Portfolio Value

$3.57B

Total Holdings

1-Year Return

+31.3%

New Positions

About Li Lu and HIMALAYA CAPITAL MANAGEMENT LLC

Li Lu is the portfolio manager at HIMALAYA CAPITAL MANAGEMENT LLC, one of the closely tracked institutional investors in our database. Every quarter, institutional investment managers with over $100 million in assets under management are required to file a 13F report with the SEC, disclosing their long equity positions. These filings give retail investors a rare window into how professional money managers are allocating capital.

As of March 2026, Li Lu's 13F portfolio contains 9 positions with a disclosed market value of approximately $3.57 billion. This analysis covers their top holdings, recent portfolio changes, and key investment themes.

Over the past year, Li Lu's portfolio has delivered a +31.3% return, significantly outperforming the broader market.

Li Lu's Top 10 Holdings — March 2026

The following table shows Li Lu's largest disclosed stock positions ranked by portfolio weight as reported in the most recent 13F filing. These represent the highest-conviction bets in the portfolio:

#	Company	Ticker	Portfolio Weight	Market Value	Performance
1	ALPHABET INC	GOOGL	2230.54%	$796.1M	+28.8%
2	ALPHABET INC	GOOG	2155.35%	$796.1M	+28.8%
3	BK OF AMERICA CORP	BAC	1607.58%	$573.7M	+6.6%
4	PDD HOLDINGS INC	PDD	1464.05%	$522.5M	-14.2%
5	BERKSHIRE HATHAWAY INC DEL	BRK-B	1264.41%	$451.3M	-0.0%
6	EAST WEST BANCORP INC	EWBC	874.32%	$312.0M	+5.6%
7	OCCIDENTAL PETE CORP	OXY	168.97%	$60.3M	-13.0%
8	CROCS INC NEW ADDED	CROX	150.52%	$53.7M	—
9	APPLE INC	AAPL	84.25%	$30.1M	+6.8%

Data sourced from SEC 13F filings. Holdings reflect disclosed long equity positions. Options and short positions may not be reflected.

Portfolio Strategy & Concentration Analysis

Li Lu's investment approach reflects a highly concentrated portfolio strategy. The top position, ALPHABET INC (GOOGL), represents 2230.5% of the total portfolio, while the top 5 holdings collectively account for 8721.9% of disclosed assets.

During this period, Li Lu initiated 1 new position — a signal that they identified compelling entry points in new opportunities. New positions often represent the highest-conviction ideas as managers dedicate fresh capital to them.

New Positions Added in March 2026

The following stocks represent new entries in Li Lu's portfolio — positions that were not present in the prior quarter's 13F filing. New positions are closely watched by investors as they signal fresh conviction:

Company	Ticker	Portfolio Weight	Market Value
CROCS INC	CROX	150.52%	$53.7M

Best Performing Holdings in Li Lu's Portfolio

Based on available performance data, the following positions have been the strongest contributors to Li Lu's portfolio returns:

GOOG

ALPHABET INC

+28.8%

GOOGL

ALPHABET INC

+28.8%

AAPL

APPLE INC

+6.8%

BAC

BK OF AMERICA CORP

+6.6%

EWBC

EAST WEST BANCORP INC

+5.6%

Understanding Li Lu's 13F Filing

A 13F filing is a quarterly disclosure required by the SEC for institutional investment managers that exercise discretion over $100 million or more in qualifying securities. These filings must be submitted within 45 days of the end of each calendar quarter.

Important caveats about 13F data:

Data is delayed by up to 45 days from the end of the quarter
Only long equity positions are disclosed — short positions are not required
Options positions are disclosed separately and may indicate hedging strategies
The portfolio may have changed significantly since the filing date
Not all positions need to be disclosed (some confidentiality provisions exist)

Despite these limitations, 13F filings remain one of the best public sources of information on how professional investors are positioning their portfolios. Use this data as one input among many, alongside your own research and risk tolerance.

How Retail Investors Can Use This Information

Following institutional 13F filings like Li Lu's can provide valuable investment insights — but it's important to use this information correctly:

Identify high-conviction ideas: Large positions and new entries signal where managers have the strongest conviction.
Spot emerging themes: Cross-portfolio analysis reveals sector rotations and macro themes playing out across institutional money.
Validate your own research: If an investor you respect owns a stock you're analyzing, that can reinforce your thesis.
Track changes over time: Watching a manager increase or decrease positions over multiple quarters shows conviction trends.
Don't blindly copy trades: Remember that institutional investors have different time horizons, risk tolerances, and information than retail investors.

You can track Li Lu's complete portfolio in real-time on Insider Edges, including historical holdings, sector breakdown, and performance data.

Other Top Investors to Follow

If you track Li Lu's portfolio, you may also be interested in following these other closely watched institutional investors:

Michael Burry Warren Buffett Ray Dalio Cathie Wood Bill Ackman

Track Li Lu's Portfolio in Real-Time

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Li Lu Portfolio March 2026 - Top Holdings & 13F Analysis

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