What Li Lu Bought in Q2 2026
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$3.70B
Total Value
8
Holdings
0
New Buys
2
Reduced
In Q2 2026, Li Lu reported 8 long equity positions worth $3.70B in their Himalaya Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2543300 | $908.9M | 24.55% | — |
| 2 | GOOG | ALPHABET INC | 2451300 | $866.1M | 23.39% | — |
| 3 | PDD | PDD HOLDINGS INC | 10761119 | $820.9M | 22.17% | 133.5% |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 1108318 | $554.6M | 14.98% | 23.5% |
| 5 | EWBC | EAST WEST BANCORP INC | 2776351 | $358.4M | 9.68% | — |
| 6 | CROX | CROCS INC | 887093 | $107.0M | 2.89% | — |
| 7 | TME | TENCENT MUSIC ENTERTAINM | 6590836 | $55.0M | 1.49% | — |
| 8 | AAPL | APPLE INC | 110600 | $32.0M | 0.86% | — |