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 7 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BK OF AMERICA CORP | 28.07% | - | 18,081,133 | $719.09M | $39.77 | |
| 2 | GOOG | ALPHABET INC | 21.80% | - | 3,044,000 | $558.33M | $183.42 | |
| 3 | GOOGL | ALPHABET INC | 18.08% | - | 2,543,300 | $463.26M | $182.15 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.26% | - | 897,749 | $365.2M | $406.80 | |
| 5 | EWBC | EAST WEST BANCORP INC | 7.94% | - | 2,776,351 | $203.31M | $73.23 | |
| 6 | AAPL | APPLE INC | 6.25% | - | 759,600 | $159.99M | $210.62 | |
| 7 | OXY | OCCIDENTAL PETE CORP | 3.61% | New | 1,466,500 | $92.43M | $63.03 |