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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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Li Lu/Overlap

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