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Li Lu — 13F History

Himalaya Capital Management LLCCIK 0001709323Form 13F-HR on EDGAR
Portfolio value$3.7B
Positions8
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q4 2016: what Li Lu bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

35 filings · newest first
Q2 2026$3.7B · 8 stocks · filed Aug 14, 2026
0 bought2 added0 reduced6 sold
Q1 2026$3.2B · 14 stocks · filed May 15, 2026
5 bought1 added1 reduced0 sold
reduced −71% BACbought TMEbought SPGIbought HRBbought MCOadded +41% CROX
Q4 2025$3.6B · 9 stocks · filed Feb 19, 2026
1 bought0 added0 reduced1 sold
bought CROXsold SOC
Q3 2025$3.2B · 9 stocks · filed Nov 12, 2025
0 bought0 added0 reduced0 sold
no changes
Q2 2025$2.7B · 9 stocks · filed Aug 14, 2025
1 bought0 added1 reduced0 sold
Q1 2025$2.2B · 8 stocks · filed May 15, 2025
0 bought0 added3 reduced0 sold
Q4 2024$2.7B · 8 stocks · filed Feb 14, 2025
0 bought0 added0 reduced0 sold
no changes
Q3 2024$2.5B · 8 stocks · filed Nov 14, 2024
1 bought0 added1 reduced0 sold
Q2 2024$2.6B · 7 stocks · filed Aug 14, 2024
1 bought0 added0 reduced0 sold
Q1 2024$2.3B · 6 stocks · filed May 15, 2024
0 bought0 added0 reduced0 sold
no changes
Q4 2023$2.1B · 6 stocks · filed Feb 14, 2024
0 bought0 added0 reduced0 sold
no changes
Q3 2023$1.8B · 6 stocks · filed Nov 14, 2023
0 bought0 added0 reduced0 sold
no changes

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.