Li Lu
Himalaya Capital Management LLC
Recommended by Charlie Munger himself, Li Lu runs Himalaya Capital Management with a concentrated, patient value approach rooted in the Graham-and-Dodd tradition.
As of June 30, 2026, the Li Lu portfolio (Himalaya Capital Management LLC) holds 8 equity positions worth $3.7B. That is up 15.7% from $3.2B in Q1 2026. Over the quarter, the fund opened 0 new positions, exited 6, increased 2 and trimmed 0 (full breakdown below).
Portfolio as of June 30, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
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Quarterly moves
Q1 2026 → Q2 2026
Portfolio value went from $3.2B to $3.7B (+15.7%) quarter over quarter.
Amount invested · % of portfolio
None
Amount bought · (±%) · % of portfolio
- PDD HOLDINGS INC $469M (+133.5%) · 22.2%
- BERKSHIRE HATHAWAY INC DEL $105M (+23.5%) · 15.0%
Amount sold · (±%) · % of portfolio
None
- BK OF AMERICA CORP $146M
- OCCIDENTAL PETE CORP $95M
- S&P GLOBAL INC $52M
- BLOCK H & R INC $52M
- MOODYS CORP $51M
- MSCI INC $10M
Portfolio value over time
Top 10 holdings evolution as of June 30, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are Li Lu's top holdings?
As of June 30, 2026, the top three holdings of Himalaya Capital Management LLC are ALPHABET INC, ALPHABET INC, PDD HOLDINGS INC.
How many positions does Li Lu hold?
Himalaya Capital Management LLC reports 8 equity positions worth $3.7B as of June 30, 2026.
Does Li Lu invest in dividend stocks?
The weighted dividend yield of the covered portion of the portfolio is approximately 0.3%.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.