Himalaya Capital Management LLC — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P011INVESTOR
Li Lu
Founder and chairman associated with Himalaya Capital. These records are the reporting institution’s dated filings, not a private account.
Biography: www.himcap.com
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These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
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01 / THE RECORDS22 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| GOOGLALPHABET INC | 2,543,300shares | $908,899,121Reported market value$357.37 / reported unit (derived) | 24.55%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| GOOGALPHABET INC | 2,451,300shares | $866,117,829Reported market value$353.33 / reported unit (derived) | 23.39%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| PDDPDD HOLDINGS INC | 10,761,119shares | $820,858,157Reported market value$76.28 / reported unit (derived) | 22.17%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| GOOGLALPHABET INC | 2,543,300shares | $731,351,348Reported market value$287.56 / reported unit (derived) | 22.85%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| GOOGALPHABET INC | 2,451,300shares | $703,179,918Reported market value$286.86 / reported unit (derived) | 21.97%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| BRK.BBERKSHIRE HATHAWAY INC DEL | 1,108,318shares | $554,591,244Reported market value$500.39 / reported unit (derived) | 14.98%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| PDDPDD HOLDINGS INC | 4,608,000shares | $470,845,440Reported market value$102.18 / reported unit (derived) | 14.71%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| BRK.BBERKSHIRE HATHAWAY INC DEL | 897,749shares | $430,201,321Reported market value$479.2 / reported unit (derived) | 13.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| EWBCEAST WEST BANCORP INC | 2,776,351shares | $358,399,151Reported market value$129.09 / reported unit (derived) | 9.68%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| EWBCEAST WEST BANCORP INC | 2,776,351shares | $296,403,233Reported market value$106.76 / reported unit (derived) | 9.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 060505104BK OF AMERICA CORP | 2,997,987shares | $146,151,866Reported market value$48.75 / reported unit (derived) | 4.57%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| CROXCROCS INC | 887,093shares | $107,018,900Reported market value$120.64 / reported unit (derived) | 2.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 674599105OCCIDENTAL PETE CORP | 1,466,500shares | $95,322,500Reported market value$65 / reported unit (derived) | 2.98%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| CROXCROCS INC | 887,093shares | $73,646,461Reported market value$83.02 / reported unit (derived) | 2.30%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| TMETENCENT MUSIC ENTMT GROUP | 6,590,836shares | $61,162,958Reported market value$9.28 / reported unit (derived) | 1.91%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| TMETENCENT MUSIC ENTERTAINM | 6,590,836shares | $55,033,481Reported market value$8.35 / reported unit (derived) | 1.49%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78409V104S&P GLOBAL INC | 121,463shares | $51,663,072Reported market value$425.34 / reported unit (derived) | 1.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 093671105BLOCK H & R INC | 1,626,906shares | $51,637,996Reported market value$31.74 / reported unit (derived) | 1.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 615369105MOODYS CORP | 117,784shares | $51,383,270Reported market value$436.25 / reported unit (derived) | 1.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| AAPLAPPLE INC | 110,600shares | $32,003,216Reported market value$289.36 / reported unit (derived) | 0.86%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| AAPLAPPLE INC | 110,600shares | $28,069,174Reported market value$253.79 / reported unit (derived) | 0.88%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55354G100MSCI INC | 18,939shares | $10,208,310Reported market value$539.01 / reported unit (derived) | 0.32%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
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Himalaya Capital Management LLC — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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