Li Lu
Himalaya Capital. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $3.70B
- Stocks
- 8
- Top 10
- 100%
- Turnover
- 12%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 24.5% | $908.90M | 3M | Unchanged | -21.7% | |
| 2 | googAlphabet Inc. | 23.4% | $866.12M | 2M | Unchanged | – |
| 3 | 22.2% | $820.86M | 11M | +134% | +3.1% | |
| 4 | brk.bBerkshire Hathaway | 15.0% | $554.59M | 1M | +23% | +8.4% |
| 5 | 9.7% | $358.40M | 3M | Unchanged | +1.3% | |
| 6 | 2.9% | $107.02M | 1M | Unchanged | +24.8% | |
| 7 | 1.5% | $55.03M | 7M | Unchanged | +0.7% | |
| 8 | 0.9% | $32.00M | 0M | Unchanged | +19.1% |