Li Lu
Himalaya Capital Management
Value
3.6B
Stocks
9 Stocks (1 new)
Turnover
2.19%
CIK
1709323
Top Holdings
GOOG(22.31%) GOOGL(21.55%) BAC(16.08%) PDD(14.64%) BRK.B(12.64%)
About Investor
Established investor leading Himalaya Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Li Lu Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| GOOG | - | ALPHABET INC | Communication Services | 796.1M | 2.5M | 22.3% | 92,000 | 3.8% | 3,665,633.0M |
| GOOGL | - | ALPHABET INC | Communication Services | 769.2M | 2.5M | 21.6% | -92,000 | -3.6% | 3,657,769.9M |
| BAC | - | BK OF AMERICA CORP | Financials | 573.7M | 10.4M | 16.1% | 0 | No Change | 390,318.4M |
| PDD | - | PDD HOLDINGS INC | Consumer Discretionary | 522.5M | 4.6M | 14.6% | 0 | No Change | 146,642.4M |
| BRK.B | - | BERKSHIRE HATHAWAY INC DEL | Financials | 451.3M | 897.7K | 12.6% | 0 | No Change | 1,076,833.6M |
| EWBC | - | EAST WEST BANCORP INC | Financials | 312.0M | 2.8M | 8.7% | 0 | No Change | 16,811.6M |
| OXY | - | OCCIDENTAL PETE CORP | Energy | 60.3M | 1.5M | 1.7% | 0 | No Change | 46,566.0M |
| CROX | - | CROCS INC | Consumer Discretionary | 53.7M | 628.2K | 1.5% | 628,159 | New Buy | 5,083.6M |
| AAPL | - | APPLE INC | Information Technology | 30.1M | 110.6K | 0.8% | 0 | No Change | 3,877,900.6M |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Communication Services | 32.8% | 43.9% | +11.0% |
| Financials | 45.0% | 37.5% | -7.5% |
| Consumer Discretionary | 17.9% | 16.2% | -1.8% |
| Energy | 3.4% | 1.7% | -1.7% |
| Information Technology | 0.8% | 0.8% | +0.0% |
