What Li Lu Bought in Q2 2025
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$2.69B
Total Value
9
Holdings
1
New Buys
1
Reduced
In Q2 2025, Li Lu reported 9 long equity positions worth $2.69B in their Himalaya Capital Management 13F filing, including 1 new positions (largest: PDD HOLDINGS INC at $482.3M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BAC | BK OF AMERICA CORP | 10431387 | $493.6M | 18.36% | -24.7% |
| 2 | PDD | PDD HOLDINGS INC | 4608000 | $482.3M | 17.93% | NEW |
| 3 | GOOGL | ALPHABET INC | 2543300 | $448.2M | 16.67% | — |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 897749 | $436.1M | 16.22% | — |
| 5 | GOOG | ALPHABET INC | 2451300 | $434.8M | 16.17% | — |
| 6 | EWBC | EAST WEST BANCORP INC | 2776351 | $280.4M | 10.43% | — |
| 7 | OXY | OCCIDENTAL PETE CORP | 1466500 | $61.6M | 2.29% | — |
| 8 | SOC | SABLE OFFSHORE CORP | 1343000 | $29.5M | 1.10% | — |
| 9 | AAPL | APPLE INC | 110600 | $22.7M | 0.84% | — |