whalstreet

Li LuvsNorbert Lou

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Li Lu
Himalaya Capital Management LLC
AUM
$3.6B
Positions
9
Shared %
16.1%
Whale B
Norbert Lou
Punch Card Management L.P.
AUM
$301M
Positions
5
Shared %
32.5%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockLi weightNorbert weightLi valueNorbert value
PDD · Pdd Holdings Inc.14.6%15.6%$523M$47M
CROX · Crocs Inc.1.5%16.9%$54M$51M
Unique to Li Lu
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.22.3%$796M
GOOG · Alphabet Inc.21.6%$769M
BAC · Bank America Corp.16.1%$574M
BRK-B · Berkshire Hathaway Inc. Del12.6%$451M
EWBC · East West Bancorp Inc.8.7%$312M
674599105 · Occidental Pete Corp.1.7%$60M
AAPL · Apple Inc.0.8%$30M
Unique to Norbert Lou
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del36.4%$109M
46436E718 · Ishares Tr18.9%$57M
PYPL · Paypal Holdings, Inc.12.2%$37M
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★ WatchlistData from SEC EDGAR · whalstreet.com