Li Lu - Himalaya Capital Management
As of Q1 2026, this manager reported 14 long-equity positions worth $3.2B in aggregate.
As of Q1 2026, Li Lu's Himalaya Capital Management held 14 long-equity positions with a reported value of $3.2B.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 7 of 7 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BK OF AMERICA CORP | 25.36% | Add +23.9% | 18,081,133 | $517.12M | $28.60 | |
| 2 | MU | MICRON TECHNOLOGY INC | 20.20% | Reduce -40.5% | 6,826,079 | $411.89M | $60.34 | |
| 3 | GOOG | ALPHABET INC | 15.52% | - | 3,044,000 | $316.58M | $104.00 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.59% | - | 897,749 | $277.2M | $308.77 | |
| 5 | GOOGL | ALPHABET INC | 12.94% | - | 2,543,300 | $263.82M | $103.73 | |
| 6 | EWBC | EAST WEST BANCORP INC | 6.25% | New | 2,296,300 | $127.45M | $55.50 | |
| 7 | AAPL | APPLE INC | 6.14% | - | 759,600 | $125.26M | $164.90 |