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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Updated 2026-05-30 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BK OF AMERICA CORP | 29.02% | - | 18,081,133 | $717.46M | $39.68 | |
| 2 | GOOG | ALPHABET INC | 20.58% | - | 3,044,000 | $508.93M | $167.19 | |
| 3 | GOOGL | ALPHABET INC | 17.06% | - | 2,543,300 | $421.81M | $165.85 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.71% | - | 897,749 | $413.2M | $460.26 | |
| 5 | EWBC | EAST WEST BANCORP INC | 9.29% | - | 2,776,351 | $229.72M | $82.74 | |
| 6 | OXY | OCCIDENTAL PETE CORP | 3.06% | - | 1,466,500 | $75.58M | $51.54 | |
| 7 | AAPL | APPLE INC | 2.99% | Reduce -58.2% | 317,700 | $74.02M | $233.00 | |
| 8 | SOC | SABLE OFFSHORE CORP | 1.28% | New | 1,343,000 | $31.74M | No quote | No quote |