What Li Lu Bought in Q1 2026
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$3.20B
Total Value
14
Holdings
5
New Buys
0
Reduced
In Q1 2026, Li Lu reported 14 long equity positions worth $3.20B in their Himalaya Capital Management 13F filing, including 5 new positions (largest: TENCENT MUSIC ENTMT GROUP at $61.2M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | TME | 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 |