Himalaya Capital
Fund · from public filings
Li Lu's fund.
Reported
$3.7B
Filed
Aug 14, 2026
A filing shows what was held on Jun 30, 2026, not when it was bought or at what price. Changes are measured from the day the filing became public. See the filing
What changed
PDD HOLDINGS INC
22.2% of the portfolio · 4.6M → 10.8M shares · made public Aug 14, 2026 · $84.79 that day
BERKSHIRE HATHAWAY INC-CL B
15.0% of the portfolio · 898K → 1.1M shares · made public Aug 14, 2026 · $504.03 that day
BANK OF AMERICA CORP
4.6% of the portfolio · made public Aug 14, 2026 · $64.49 that day
OCCIDENTAL PETROLEUM CORP
3.0% of the portfolio · made public Aug 14, 2026 · $58.36 that day
H&R BLOCK INC
1.6% of the portfolio · made public Aug 14, 2026 · $53.92 that day
MOODY'S CORP
1.6% of the portfolio · made public Aug 14, 2026 · $484.96 that day
S&P GLOBAL INC
1.6% of the portfolio · made public Aug 14, 2026 · $418.80 that day
Largest holdings
ALPHABET INC-CL A
24.6%
$909M · 2.5M sh
ALPHABET INC-CL C
23.4%
$866M · 2.5M sh
PDD HOLDINGS INC
22.2%
$821M · 10.8M sh
BERKSHIRE HATHAWAY INC-CL B
15.0%
$555M · 1.1M sh
EAST WEST BANCORP INC
9.7%
$358M · 2.8M sh
CROCS INC
2.9%
$107M · 887K sh
TENCENT MUSIC ENTERTAINM-ADR
1.5%
$55M · 6.6M sh
APPLE INC
0.9%
$32M · 111K sh
Opinions shared on SoFo are not investment advice. From filings with the US Securities and Exchange Commission and the Clerk of the US House of Representatives. Filings arrive weeks after the trades they report.