Back to investors
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 229 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 #386 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%.
Sign in to enable email alerts for this investor.
Top 5 Holdings
GOOGL24.5%
GOOG23.4%
PDD22.2%
BRK-B15.0%
EWBC9.7%
Top 5: 94.8%
Portfolio Returns
1 Year
+35.00%
#277/10003 Year
+102.36%
#243/10005 Year
+64.93%
#603/1000Portfolio Value
$3.70B
Alpha Score
64.7
#386 of 1000
Holdings
8
Showper page
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 | $338.50 | +252.75% | Held |
 GOOG ALPHABET INC | 23.39% | $87.53 | $335.45 | +283.24% | Held |
 PDD PDD HOLDINGS INC | 22.17% | $88.43 | $77.81 | -12.01% | Added +133.53% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 14.98% | $316.15 | $510.36 | +61.43% | Added +23.46% |
 EWBC EAST WEST BANCORP INC | 9.68% | $55.03 | $129.17 | +134.73% | Held |
 CROX CROCS INC | 2.89% | $84.79 | $112.48 | +32.66% | Held |
 TME TENCENT MUSIC ENTERTAINM | 1.49% | $9.28 | $7.99 | -13.95% | Held |
 AAPL APPLE INC | 0.86% | $132.69 | $332.27 | +150.41% | Held |