What Li Lu Bought in Q1 2025
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$2.21B
Total Value
8
Holdings
0
New Buys
3
Reduced
In Q1 2025, Li Lu reported 8 long equity positions worth $2.21B in their Himalaya Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BAC | BK OF AMERICA CORP | 13846633 | $577.8M | 26.12% | -23.4% |
| 2 | BRK.B | Berkshire Hathaway Inc. Class B | 897749 | $478.1M | 21.61% | — |
| 3 | GOOGL | ALPHABET INC | 2543300 | $393.3M | 17.78% | — |
| 4 | GOOG | ALPHABET INC | 2451300 | $383.0M | 17.31% | -19.5% |
| 5 | EWBC | EAST WEST BANCORP INC | 2776351 | $249.2M | 11.26% | — |
| 6 | OXY | OCCIDENTAL PETE CORP | 1466500 | $72.4M | 3.27% | — |
| 7 | SOC | SABLE OFFSHORE CORP | 1343000 | $34.1M | 1.54% | — |
| 8 | AAPL | APPLE INC | 110600 | $24.6M | 1.11% | -65.2% |