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Li Lu / Himalaya Capital

⭐ Priority · cloneable · 31-MAR-2026 → 30-JUN-2026

AUM $3,702,921,099 · 8 positions · top-10 100.0% · SEC filing history →

13FScore 92/100 — cloning their disclosed top holdings over ~4.8y returned +30%/yr vs S&P +11%/yr (alpha +20%/yr), ahead of the market in 60% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$PDD · PDD HOLDINGS INC22.2%+134%+5%HighPDD Holdings operates the Pinduoduo online marketplace in China and the Temu cross-border e-commerce platform, connecting consumers with merchants worldwide.NASDAQBitget →

Top holdings now

Issuer% bookSince entryBusinessTags
$GOOGL · ALPHABET INC24.5%+222% Q2 '22Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$GOOG · ALPHABET INC23.4%+175% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P
$PDD · PDD HOLDINGS INC22.2%-23% Q2 '25PDD Holdings operates the Pinduoduo online marketplace in China and the Temu cross-border e-commerce platform, connecting consumers with merchants worldwide.NASDAQBitget →
$BRK.B · BERKSHIRE HATHAWAY INC DEL15.0%+84% Q3 '21Berkshire Hathaway is a diversified holding company led by Warren Buffett, owning insurance, railroad, energy, and manufacturing businesses alongside a large portfolio of public equities.S&PCitriniBitget →
$EWBC · EAST WEST BANCORP INC9.7%+126% Q1 '23East West Bancorp is the holding company for East West Bank, a commercial bank focused on serving businesses and individuals operating between the United States and Greater China, offering lending, deposit, and cross-border financial services.NASDAQ
$CROX · CROCS INC2.9%+46% Q4 '25Designs and sells casual footwear, most notably its molded clog sandals, and owns the HEYDUDE brand, distributing through wholesale and direct channels worldwide.NASDAQ
$TME · TENCENT MUSIC ENTERTAINM1.5%-11% Q1 '26
$AAPL · APPLE INC0.9%+160% ≥Q2 '21Apple designs and sells consumer electronics including the iPhone, Mac, iPad, and wearables, along with software and services such as the App Store and iCloud.NASDAQS&PCitriniSerenityBitget →

Since entry / add = price change to the latest close (30-JUN-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-09-24 · Alpha-Investor tracker