What Li Lu Bought in Q2 2024
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$2.56B
Total Value
7
Holdings
1
New Buys
0
Reduced
In Q2 2024, Li Lu reported 7 long equity positions worth $2.56B in their Himalaya Capital Management 13F filing, including 1 new positions (largest: OCCIDENTAL PETE CORP at $92.4M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BAC | BK OF AMERICA CORP | 18081133 | $719.1M | 28.07% | — |
| 2 | GOOG | ALPHABET INC | 3044000 | $558.3M | 21.80% | — |
| 3 | GOOGL | ALPHABET INC | 2543300 | $463.3M | 18.08% | — |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 897749 | $365.2M | 14.26% | — |
| 5 | EWBC | EAST WEST BANCORP INC | 2776351 | $203.3M | 7.94% | — |
| 6 | AAPL | APPLE INC | 759600 | $160.0M | 6.25% | — |
| 7 | OXY | OCCIDENTAL PETE CORP | 1466500 | $92.4M | 3.61% | NEW |