What stocks does Himalaya Capital hold?

Himalaya Capital (Li Lu) discloses 7 positions as of 2026-06-30. Top by weight: GOOGL (47.94%), PDD (22.17%), BRKB (14.98%), EWBC (9.68%), CROX (2.89%).

What is Himalaya Capital's largest position?

GOOGL (Alphabet Inc. Class A) is Himalaya Capital's largest disclosed position at 47.94% of the portfolio - $1.8B.

When did Himalaya Capital last file?

Himalaya Capital's most recent disclosed filing is 13F-HR for period 2026-06-30 (7 positions total).

Asset Manager

Himalaya Capital

Li Lu

Li Lu's value fund, founded in 1997. Charlie Munger was an investor with him for decades; the US book is small and very concentrated.

CIK 0001709323

Filing13F-HR

Period2026-06-30

Disclosed$3.7B

Positions7

Shown7 (100.0%)

SourceEDGAR

Top holdings

ranked by weight

#1
GOOGLAlphabet Inc. Class A
47.94%
weight
$1.8Bvalue
$343.92last
#2
PDDPDD Holdings Inc.
22.17%
weight
$821Mvalue
$77.57last
#3
BRKBBerkshire Hathaway Inc. (Class B)
14.98%
weight
$555Mvalue
$505.48last
#4
EWBCEAST WEST BANCORP INC
9.68%
weight
$358Mvalue
- last
#5
CROXCROCS INC
2.89%
weight
$107Mvalue
- last
#6
TMETENCENT MUSIC ENTERTAINM
1.49%
weight
$55Mvalue
- last
#7
AAPLApple Inc.
0.86%
weight
$32Mvalue
$341.07last

Frequently asked questions

What stocks does Himalaya Capital hold?: Himalaya Capital (Li Lu) discloses 7 positions as of 2026-06-30. Top by weight: GOOGL (47.94%), PDD (22.17%), BRKB (14.98%), EWBC (9.68%), CROX (2.89%).
What is Himalaya Capital's largest position?: GOOGL (Alphabet Inc. Class A) is Himalaya Capital's largest disclosed position at 47.94% of the portfolio - $1.8B.
When did Himalaya Capital last file?: Himalaya Capital's most recent disclosed filing is 13F-HR for period 2026-06-30 (7 positions total).
Who is Himalaya Capital?: Li Lu's value fund, founded in 1997. Charlie Munger was an investor with him for decades; the US book is small and very concentrated.

Get notified when Himalaya Capital updates.

Premium tier (coming soon): full historical filings, QoQ position-change alerts, and EDGAR-refresh push notifications. Get early access - free during beta.

Free when you join: the $CRWV Teardown Dossier (CoreWeave), the full desk file we sell in the shop. One per new reader.

No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.