What Li Lu Bought in Q3 2024
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$2.47B
Total Value
8
Holdings
1
New Buys
1
Reduced
In Q3 2024, Li Lu reported 8 long equity positions worth $2.47B in their Himalaya Capital Management 13F filing, including 1 new positions (largest: SABLE OFFSHORE CORP at $31.7M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BAC | BK OF AMERICA CORP | 18081133 | $717.5M | 29.02% | — |
| 2 | GOOG | ALPHABET INC | 3044000 | $508.9M | 20.58% | — |
| 3 | GOOGL | ALPHABET INC | 2543300 | $421.8M | 17.06% | — |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 897749 | $413.2M | 16.71% | — |
| 5 | EWBC | EAST WEST BANCORP INC | 2776351 | $229.7M | 9.29% | — |
| 6 | OXY | OCCIDENTAL PETE CORP | 1466500 | $75.6M | 3.06% | — |
| 7 | AAPL | APPLE INC | 317700 | $74.0M | 2.99% | -58.2% |
| 8 | SOC | SABLE OFFSHORE CORP | 1343000 | $31.7M | 1.28% | NEW |