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
- -3.16%
- 1-year
- +28.15%
- 3-year
- +92.12%
- 5-year
- +81.07%
- 3-year vs S&P 500
- +18.87%
- 5-year vs S&P 500
- +6.97%
- 5-year top 5
- +79.31%
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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| BAC | BK OF AMERICA CORP | Sold | — | 0 | $0 | — | - |
| HRB | BLOCK H & R INC | Sold | — | 0 | $0 | — | - |
| MCO | MOODYS CORP | Sold | — | 0 | $0 | — | - |
| MSCI | MSCI INC | Sold | — | 0 | $0 | — | - |
| OXY | OCCIDENTAL PETE CORP | Sold | — | 0 | $0 | — | - |
| SPGI | S&P GLOBAL INC | Sold | — | 0 | $0 | — | - |