Himalaya Capital Management (Li Lu) — 13F portfolio holdings
Himalaya Capital Management (Li Lu) reported 8 equity positions with a combined reported value of $3.70B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 100.0%of the filing’s reported value.
Most recent period on file: 30 Jun 2026 (Q2 2026) · 9 quarters on file · 13F is due 45 days after quarter end
Reported value
$3.70B
13F positions, Q2 2026
Positions
8
Distinct holdings in the filing
Top 10 share
100.0%
Highly concentrated
Quarters on file
9
Through Q2 2026
Ten largest reported positions
Top 8 of 8 positions by reported value · Q2 2026
Ten largest reported positions held by Himalaya Capital Management (Li Lu) as of 30 Jun 2026
#
Security
CUSIP
Class
Reported value
Shares
Weight
1
ALPHABET INC
02079K305
CAP STK CL A
$908.9M
2.54M
24.55%
2
ALPHABET INC
02079K107
CAP STK CL C
$866.1M
2.45M
23.39%
3
PDD HOLDINGS INC
722304102
SPON ADS
$820.9M
10.76M
22.17%
4
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW
$554.6M
1.11M
14.98%
5
EAST WEST BANCORP INC
27579R104
COM
$358.4M
2.78M
9.68%
6
CROCS INC
227046109
COM
$107.0M
887K
2.89%
7
TENCENT MUSIC ENTERTAINM
88034P109
SPON ADS
$55.0M
6.59M
1.49%
8
APPLE INC
037833100
COM
$32.0M
111K
0.86%
The full 8-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Rock Group holds Himalaya Capital Management (Li Lu)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.