Li Lu Portfolio: Himalaya Capital Management 13F Holdings (Q2 2026)
Checked against SEC EDGAR
Himalaya Capital Management reported 8 stock positions worth $3.7B as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 100% of the reported portfolio. Changes are compared with Q1 2026: 0 new, 2 added, 0 reduced, 6 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 24.55% | $908.9M | 2,543,300 | No change |
| GOOG | ALPHABET INC | 23.39% | $866.1M | 2,451,300 | No change |
| PDD | PDD HOLDINGS INC | 22.17% | $820.9M | 10,761,119 | Added 134% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.98% | $554.6M | 1,108,318 | Added 24% |
| EWBC | EAST WEST BANCORP INC | 9.68% | $358.4M | 2,776,351 | No change |
| CROX | CROCS INC | 2.89% | $107.0M | 887,093 | No change |
| TME | TENCENT MUSIC ENTERTAINM | 1.49% | $55.0M | 6,590,836 | No change |
| AAPL | APPLE INC | 0.86% | $32.0M | 110,600 | No change |
Sold out
Geopolitical news on Li Lu’s top holdings
- Why AI’s Billions in Spending Are Hard to Spot in GDP Data GOOGL
- The real way to tell if Amazon’s AI spending is paying off GOOGL
- UBS sees buying opportunity in China AI tech stocks after selloff GOOGL
- Professor shares insights on ND and the church’s role in conversations of AI and dignity GOOGL
- Hyperscalers Are Still Spending. TE Connectivity Earnings Top Estimates. GOOGL
- AI stocks rally as SK Hynix jumps 11%, Micron and Sandisk gain 4% GOOGL
- Enhancing pipeline integrity management with artificial intelligence and integrated technologies GOOGL
- S&P 500, Nasdaq Futures Mixed Ahead Of Fed Decision, Big Tech Earnings: GOOGL, MSFT, HOOD, SOFI In Focus GOOGL
- Fed decision and Alphabet, Microsoft, Amazon earnings could shake up the AI trade over the next 48 hours GOOGL
- Indian stocks could see November rebound; oil, AI trade pose risks GOOGL
Source: SEC EDGAR filing 0002043585-26-000022 (CIK 1709323). Values are as reported in the filing.