Li Lu — Recent Sells

Himalaya Capital Management · Sold and reduced positions in the Q2 '26 13F filing.

Filed August 14, 2026 · Last updated

Li Lu fully exited 6 positions and reduced 2 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $406.4M. Largest exit: BK OF AMERICA CORP (was $146.2M).

Fully exited (6)

TickerCompanyPrev SharesPrev ValuePrev % Portfolio
BACBK OF AMERICA CORP2997987$146.2M4.57%
OXYOCCIDENTAL PETE CORP1466500$95.3M2.98%
SPGIS&P GLOBAL INC121463$51.7M1.61%
HRBBLOCK H & R INC1626906$51.6M1.61%
MCOMOODYS CORP117784$51.4M1.61%
MSCIMSCI INC18939$10.2M0.32%

Reduced positions (2)

TickerCompanyShares NowValue Now% PortfolioChange
PDDPDD HOLDINGS INC10761119$820.9M22.17%133.5%
BRK.BBerkshire Hathaway Inc. Class B1108318$554.6M14.98%23.5%
Full portfolio →Recent buys →Most sold stocks this quarter →