What Li Lu Bought in Q4 2025
Himalaya Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$3.57B
Total Value
9
Holdings
1
New Buys
0
Reduced
In Q4 2025, Li Lu reported 9 long equity positions worth $3.57B in their Himalaya Capital Management 13F filing, including 1 new positions (largest: CROCS INC at $53.7M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2543300 | $796.1M | 22.31% | — |
| 2 | GOOG | ALPHABET INC | 2451300 | $769.2M | 21.55% | — |
| 3 | BAC | BK OF AMERICA CORP | 10431387 | $573.7M | 16.08% | — |
| 4 | PDD | PDD HOLDINGS INC | 4608000 | $522.5M | 14.64% | — |
| 5 | BRK.B | Berkshire Hathaway Inc. Class B | 897749 | $451.3M | 12.64% | — |
| 6 | EWBC | EAST WEST BANCORP INC | 2776351 | $312.0M | 8.74% | — |
| 7 | OXY | OCCIDENTAL PETE CORP | 1466500 | $60.3M | 1.69% | — |
| 8 | CROX | CROCS INC | 628159 | $53.7M | 1.51% | NEW |
| 9 | AAPL | APPLE INC | 110600 | $30.1M | 0.84% | — |