Himalaya Capital 13F, Q2 2023

Li Lu · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1709323

$1.79B
Filed US book
6
Positions
29.0%
Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q2 2023

Weights are against the whole filed book.

CompanyTickerValue% of book
BK OF AMERICA CORPBAC$518.75M29.0%
ALPHABET INCGOOG$368.23M20.6%
BERKSHIRE HATHAWAY INC DELBRK/B$306.13M17.1%
ALPHABET INCGOOGL$304.43M17.0%
APPLE INCAAPL$147.34M8.2%
EAST WEST BANCORP INCEWBC$146.56M8.2%

This is the earliest Himalaya Capital 13F we hold, so there is no earlier filing here to compare it with.

Other quarters

Source: SEC Form 13F-HR, accession 0001709323-23-000005, filed by Himalaya Capital Management LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.