As of Q1 2026, Li Lu reported 14 long-equity positions worth $3.2B in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| CROX | CROCS INC | Add +41.2% | 2.30% | 887,093 | $73.65M | $83.02 | $75.13 - $101.59(30%)$86.95 -> $83.02 |
| GOOGL | ALPHABET INC | Add +3.8% | 22.85% | 2,543,300 | $731.35M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| TME | TENCENT MUSIC ENTMT GROUP | New | 1.91% | 6,590,836 | $61.16M | $9.28 | $9.15 - $18.73(1%)$17.86 -> $9.28 |
| SPGI | S&P GLOBAL INC | New | 1.61% | 121,463 | $51.66M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| HRB | BLOCK H & R INC | New | 1.61% | 1,626,906 | $51.64M | $31.74 | $28.16 - $45.24(21%)$42.61 -> $31.74 |
| MCO | MOODYS CORP | New | 1.61% | 117,784 | $51.38M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| MSCI | MSCI INC | New | 0.32% | 18,939 | $10.21M | $539.01 | $501.08 - $626.28(30%)$565.25 -> $539.01 |
