13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-15) 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
2026Q1
Total 13F value
$3.2B
Holdings
13
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Alphabet Inc | 44.81% | $1.4B | |
| Pdd Holdings Inc | 14.71% | $471M | |
| Berkshire Hathaway Inc Del | 13.44% | $430M | |
| East West Bancorp Inc | 9.26% | $296M | |
| Bk Of America Corp | 4.57% | $146M | |
| Occidental Pete Corp | 2.98% | $95M | |
| Crocs Inc | 2.30% | $74M | |
| Tencent Music Entmt Group | 1.91% | $61M | |
| S&P Global Inc | 1.61% | $52M | |
| Block H & R Inc | 1.61% | $52M |
As of 2026Q1 · filed 2026-05-15 · accession 0002043585-26-000013 · 103 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.