Li Lu · Himalaya Capital Management LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 9 |
| Portfolio value: | $2.7B |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BAC · Bank America Corp. | 18.36 | Reduce 24.66% | 10,431,387 | $47.32 | $493,613,233 | $51.31 | +8.43% | $42.35 | $57.55 |
| PDD · Pdd Holdings Inc. | 17.93 | New | 4,608,000 | $104.66 | $482,273,280 | $98.78 | -5.62% | $95.24 | $139.41 |
| GOOGL · Alphabet Inc. | 16.67 | 2,543,300 | $176.23 | $448,205,759 | $400.71 | +127.38% | $156.16 | $402.00 | |
| BRK-B · Berkshire Hathaway Inc. Del | 16.22 | 897,749 | $485.77 | $436,099,532 | $475.94 | -2.02% | $455.19 | $520.30 | |
| GOOG · Alphabet Inc. | 16.17 | 2,451,300 | $177.39 | $434,836,107 | $400.71 | +125.89% | $156.16 | $402.00 | |
| EWBC · East West Bancorp Inc. | 10.43 | 2,776,351 | $100.98 | $280,355,924 | $122.99 | +21.80% | $88.26 | $127.52 | |
| 674599105 · Occidental Pete Corp. | 2.29 | 1,466,500 | $42.01 | $61,607,665 | — | — | — | — | |
| SOC · Sable Offshore Corp. | 1.10 | 1,343,000 | $21.98 | $29,519,140 | — | — | — | — | |
| AAPL · Apple Inc. | 0.84 | 110,600 | $205.17 | $22,691,802 | $293.26 | +42.93% | $193.46 | $294.76 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
5 sectors represented
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Ranked by number of overlapping positions in current portfolios
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