Li Lu - Himalaya Capital Management
As of Q2 2026, Li Lu reported 8 long-equity positions worth $3.7B in aggregate.
Copy-investor backtest
- Latest quarter
- -3.29%
- 1-year
- +27.97%
- 3-year
- +91.85%
- 5-year
- +80.82%
- 3-year vs S&P 500
- +18.62%
- 5-year vs S&P 500
- +6.73%
- 5-year top 5
- +79.18%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | Add +133.5% | 22.17% | 10,761,119 | $820.86M | $76.28 | $71.94 - $108.23(12%)$101.78 -> $76.28 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Add +23.5% | 14.98% | 1,108,318 | $554.59M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |