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Li Lu — Institutional Investor Profile | Buyside Digest

Li Lu

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Institutional Investor • Himalaya Capital Management

Value

$3.6B

Stocks

7 Stocks

Turnover

0.0%

CIK

0001709323EDGAR ↗

Top Holdings

GOOG(31.00%) PDD(29.38%) BRK.B(19.85%) EWBC(12.83%) CROX(3.83%)

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

Investment philosophy details pending verification.

Li Lu Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GOOG	None	Alphabet Inc.	Communication Services	$866.1M	31.0%	No Change
PDD	None	PDD Holdings Inc.	Consumer Discretionary	$820.9M	29.4%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$554.6M	19.9%	No Change
EWBC	None	East West Bancorp, Inc.	General	$358.4M	12.8%	No Change
CROX	None	Crocs, Inc.	Consumer Discretionary	$107.0M	3.8%	No Change
TME	None	Tencent Music Entertainment	Communication Services	$55.0M	2.0%	No Change
AAPL	None	Apple	Information Technology	$32.0M	1.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Consumer Discretionary33.2%

Communication Services33.0%

General32.7%

Information Technology1.1%

Sector	Stocks	Value	Exposure
Consumer Discretionary	2	$927.9M	33.2%
Communication Services	2	$921.2M	33.0%
General	2	$913.0M	32.7%
Information Technology	1	$32.0M	1.1%