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 2026-06-06 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 | 30.33% | - | 18,081,133 | $685.64M | $37.92 | |
| 2 | GOOG | ALPHABET INC | 20.50% | - | 3,044,000 | $463.48M | $152.26 | |
| 3 | GOOGL | ALPHABET INC | 16.98% | - | 2,543,300 | $383.86M | $150.93 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.70% | - | 897,749 | $377.52M | $420.52 | |
| 5 | EWBC | EAST WEST BANCORP INC | 9.72% | - | 2,776,351 | $219.64M | $79.11 | |
| 6 | AAPL | APPLE INC | 5.76% | - | 759,600 | $130.26M | $171.48 |