Li Lu
Himalaya Capital · SEC CIK 1709323
Concentrated value, deep research, long horizons.
This filing is 67 days old. Himalaya Capital keeps roughly 89% of its positions in a typical quarter, so about 92% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 8 of 8 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $908.90M | 24.6% | |
| ALPHABET INC | GOOG | $866.12M | 23.4% | |
| PDD HOLDINGS INC | PDD | $820.86M | 22.2% | |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $554.59M | 15.0% | |
| EAST WEST BANCORP INC | EWBC | $358.40M | 9.7% | |
| CROCS INC | CROX | $107.02M | 2.9% | |
| TENCENT MUSIC ENTERTAINM | TME | $55.03M | 1.5% | |
| APPLE INC | AAPL | $32.00M | 0.9% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was PDD (shares up 134%), now $820.86M; BAC, OXY, SPGI no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
- PDD add +134%$820.86M
- BRK/B add +24%$554.59M
Common questions
What are Li Lu's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Himalaya Capital are GOOGL (24.6% of the book), GOOG (23.4% of the book), PDD (22.2% of the book).
How big is Himalaya Capital's portfolio?
The latest 13F reports $3.70B across 8 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Li Lu still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Himalaya Capital's own filing history, the fund keeps roughly 89% of positions in a typical quarter, so at 67 days since the period end roughly 92% of this book is likely intact. The snapshot half-life for this fund is about 552 days.
What did Li Lu buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was PDD (shares up 134%), now $820.86M; BAC, OXY, SPGI no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Himalaya Capital, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.