13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-14) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Himalaya Capital Management
CIK 1709323Li Lu · Himalaya Capital Management LLC
The only outsider Charlie Munger trusted with family money. An ultra-concentrated, very-long-horizon value book bridging East and West.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$3.7B
Holdings
7
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Alphabet Inc | 47.94% | $1.8B | |
| Pdd Holdings Inc | 22.17% | $821M | |
| Berkshire Hathaway Inc Del | 14.98% | $555M | |
| East West Bancorp Inc | 9.68% | $358M | |
| Crocs Inc | 2.89% | $107M | |
| Tencent Music Entertainm | 1.49% | $55M | |
| Apple Inc | 0.86% | $32M |
As of 2026Q2 · filed 2026-08-14 · accession 0002043585-26-000022 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.