Li Lu
Himalaya Capitalas of 2026 Q2· $3.70B portfolio · 8 positions
Portfolio value · last 8 quarters · $2.47B → $3.70B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| GOOGL | $908.90M | 24.5% | Hold |
| GOOG | $866.12M | 23.4% | Hold |
| PDD | $820.86M | 22.2% | Add +134% |
| BRK/B | $554.59M | 15.0% | Add +23% |
| EWBC | $358.40M | 9.7% | Hold |
| CROX | $107.02M | 2.9% | Hold |
| TME | $55.03M | 1.5% | Hold |
| AAPL | $32.00M | 0.9% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.