# Li Lu — Himalaya Capital Management

Source: SEC EDGAR 13F filings (CIK 0001709323).
Page URL: https://superinvestorclub.com/manager/11
Last updated: 2026-07-08T11:36:20.345Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Li Lu reported 14 long equity positions in their Himalaya Capital Management 13F filing, with a total reported value of $3.20B.

### About

Munger-backed value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | GOOGL | ALPHABET INC | 2543300 | $731.4M | 22.85% | — |
| 2 | GOOG | ALPHABET INC | 2451300 | $703.2M | 21.97% | — |
| 3 | PDD | PDD HOLDINGS INC | 4608000 | $470.8M | 14.71% | — |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 897749 | $430.2M | 13.44% | — |
| 5 | EWBC | EAST WEST BANCORP INC | 2776351 | $296.4M | 9.26% | — |
| 6 | BAC | BK OF AMERICA CORP | 2997987 | $146.2M | 4.57% | +-71.3% |
| 7 | OXY | OCCIDENTAL PETE CORP | 1466500 | $95.3M | 2.98% | — |
| 8 | CROX | CROCS INC | 887093 | $73.6M | 2.30% | +41.2% |
| 9 | TCMEF | TENCENT MUSIC ENTMT GROUP | 6590836 | $61.2M | 1.91% | NEW |
| 10 | SPGI | S&P GLOBAL INC | 121463 | $51.7M | 1.61% | NEW |
| 11 | HRB | BLOCK H & R INC | 1626906 | $51.6M | 1.61% | NEW |
| 12 | MCO | MOODYS CORP | 117784 | $51.4M | 1.61% | NEW |
| 13 | AAPL | APPLE INC | 110600 | $28.1M | 0.88% | — |
| 14 | MSCI | MSCI INC | 18939 | $10.2M | 0.32% | NEW |

## New positions this quarter (5)

- TCMEF (TENCENT MUSIC ENTMT GROUP): 6590836 shares, $61.2M
- SPGI (S&P GLOBAL INC): 121463 shares, $51.7M
- HRB (BLOCK H & R INC): 1626906 shares, $51.6M
- MCO (MOODYS CORP): 117784 shares, $51.4M
- MSCI (MSCI INC): 18939 shares, $10.2M

## Increased positions (2)

- BAC: 2997987 shares (-71.3%), $146.2M
- CROX: 887093 shares (+41.2%), $73.6M

## Reduced positions (0)


## Sold positions (0)


## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-19)
- 2025-09-30 (filed 2025-11-12)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Li Lu, Himalaya Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/11)".