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 2026-05-10 from SEC 13F data.
Live quotes available for 6 of 6 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BK OF AMERICA CORP | 27.20% | - | 18,081,133 | $495.06M | $27.38 | |
| 2 | GOOG | ALPHABET INC | 22.05% | - | 3,044,000 | $401.35M | $131.85 | |
| 3 | GOOGL | ALPHABET INC | 18.29% | - | 2,543,300 | $332.82M | $130.86 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 17.28% | - | 897,749 | $314.48M | $350.30 | |
| 5 | EWBC | EAST WEST BANCORP INC | 8.04% | - | 2,776,351 | $146.34M | $52.71 | |
| 6 | AAPL | APPLE INC | 7.15% | - | 759,600 | $130.05M | $171.21 |