---
title: Li Lu (Himalaya Capital Management LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/li-lu
cik: 0001709323
quarter: 2026-06-30
filed: 2026-08-14
---
# Li Lu — Himalaya Capital Management LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 8 positions worth $3.7B. Against the quarter ended Mar 31, 2026: 0 bought, 2 added to, 6 unchanged, 0 reduced, 6 sold. The top five are 95% of the portfolio, the top ten 100%; 5 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| GOOGL | ALPHABET INC | 2,543,300 | $908.9M | 24.5% | held (0%) |
| GOOG | ALPHABET INC | 2,451,300 | $866.1M | 23.4% | held (0%) |
| PDD | PDD HOLDINGS INC | 10,761,119 | $820.9M | 22.2% | added (+134%) |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1,108,318 | $554.6M | 15.0% | added (+23%) |
| EWBC | EAST WEST BANCORP INC | 2,776,351 | $358.4M | 9.7% | held (0%) |
| CROX | CROCS INC | 887,093 | $107.0M | 2.9% | held (0%) |
| TME | TENCENT MUSIC ENTERTAINM | 6,590,836 | $55.0M | 1.5% | held (0%) |
| AAPL | APPLE INC | 110,600 | $32.0M | 0.9% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| PDD | PDD HOLDINGS INC | 10,761,119 | 4,608,000 | added (+134%) | +$469.4M | $820.9M |
| BAC | BK OF AMERICA CORP | 0 | 2,997,987 | sold | −$146.2M | $0 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1,108,318 | 897,749 | added (+23%) | +$105.4M | $554.6M |
| OXY | OCCIDENTAL PETE CORP | 0 | 1,466,500 | sold | −$95.3M | $0 |
| SPGI | S&P GLOBAL INC | 0 | 121,463 | sold | −$51.7M | $0 |
| HRB | BLOCK H & R INC | 0 | 1,626,906 | sold | −$51.6M | $0 |
| MCO | MOODYS CORP | 0 | 117,784 | sold | −$51.4M | $0 |

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Source: https://sweetvaluelab.com/investors/li-lu (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.