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 | 26.12% | Reduce -23.4% | 13,846,633 | $577.82M | $41.73 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.61% | - | 897,749 | $478.12M | $532.58 | |
| 3 | GOOGL | ALPHABET INC | 17.78% | - | 2,543,300 | $393.3M | $154.64 | |
| 4 | GOOG | ALPHABET INC | 17.31% | Reduce -19.5% | 2,451,300 | $382.97M | $156.23 | |
| 5 | EWBC | EAST WEST BANCORP INC | 11.26% | - | 2,776,351 | $249.21M | $89.76 | |
| 6 | OXY | OCCIDENTAL PETE CORP | 3.27% | - | 1,466,500 | $72.39M | $49.36 | |
| 7 | SOC | SABLE OFFSHORE CORP | 1.54% | - | 1,343,000 | $34.07M | No quote | No quote |
| 8 | AAPL | APPLE INC | 1.11% | Reduce -65.2% | 110,600 | $24.57M | $222.13 |