Back to investors
Li Lu
HIMALAYA CAPITAL MANAGEMENT LLC
Latest filing: 2026-03-31
Li Lu runs HIMALAYA CAPITAL MANAGEMENT LLC and currently holds 14 stock positions, which is fewer than the average of 234 among the investors we track. The portfolio is valued at approximately $3.20B. Their top holdings are GOOGL, GOOG, PDD, BRK-B, EWBC. The top five represent 82.2% of reported portfolio weight. Li Lu ranks #467 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Li Lu initiated 5 new positions. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is OXY with returns of +58.07%.
Sign in to enable email alerts for this investor.
Showper page
14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 22.85% | $95.96 | $333.71 | +247.76% | Held |
 GOOG ALPHABET INC | 21.97% | $87.53 | $332.60 | +279.98% | Held |
 PDD PDD HOLDINGS INC | 14.71% | $104.66 | $85.71 | -18.11% | Held |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 13.44% | $272.94 | $512.37 | +87.72% | Held |
 EWBC EAST WEST BANCORP INC | 9.26% | $55.03 | $131.31 | +138.62% | Held |
 BAC BK OF AMERICA CORP | 4.57% | $25.52 | $62.62 | +145.38% | Trimmed -71.26% |
 OXY OCCIDENTAL PETE CORP | 2.98% | $62.88 | $53.93 | -14.23% | Held |
 CROX CROCS INC | 2.30% | $84.79 | $135.94 | +60.33% | Added +41.22% |
 TME TENCENT MUSIC ENTMT GROUP | 1.91% | $9.28 | $9.52 | +2.59% | New Buy |
 SPGI S&P GLOBAL INC | 1.61% | $425.34 | $424.36 | -0.23% | New Buy |
Showing 1-10 of 14