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Li Lu 13F Portfolio
HIMALAYA CAPITAL MANAGEMENT LLC
Latest SEC 13F filing: 2026-06-30
Li Lu runs HIMALAYA CAPITAL MANAGEMENT LLC and currently holds 8 stock positions, which is fewer than the average of 232 among the investors we track. The portfolio is valued at approximately $3.70B. Their top holdings are GOOGL, GOOG, PDD, BRK-B, EWBC. The top five represent 94.8% of reported portfolio weight. Li Lu ranks #385 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. Their current best-performing preview position is CROX with returns of +45.31%.
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Top 5 Holdings
GOOGL24.5%
GOOG23.4%
PDD22.2%
BRK-B15.0%
EWBC9.7%
Top 5: 94.8%
Portfolio Returns
1 Year
+35.00%
#252/10003 Year
+102.36%
#254/10005 Year
+64.93%
#607/1000Portfolio Value
$3.70B
Alpha Score
64.7
#385 of 1000
Holdings
8
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Li Lu Current 13F Holdings
Reported holdings from HIMALAYA CAPITAL MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 24.55% | $95.96 | $321.77 | +235.32% | Held |
 GOOG ALPHABET INC | 23.39% | $87.53 | $318.04 | +263.35% | Held |
 PDD PDD HOLDINGS INC | 22.17% | $88.43 | $77.88 | -11.92% | Added +133.53% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 14.98% | $316.15 | $545.61 | +72.58% | Added +23.46% |
 EWBC EAST WEST BANCORP INC | 9.68% | $55.03 | $131.73 | +139.38% | Held |
 CROX CROCS INC | 2.89% | $84.79 | $119.74 | +41.22% | Held |
 TME TENCENT MUSIC ENTERTAINM | 1.49% | $9.28 | $8.43 | -9.21% | Held |
 AAPL APPLE INC | 0.86% | $132.69 | $345.82 | +160.62% | Held |