Himalaya Capital Management LLC
Himalaya Capital Management LLC
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Track Li Lu’s Portfolio
Himalaya Capital Management LLC, under direction of Li Lu has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.56 Billion distributed in 7 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $719M, Alphabet Inc. with a value of $558M, Alphabet Inc. with a value of $463M, Berkshire Hathaway Inc Class B with a value of $365M, and East West Bancorp Inc with a value of $203M.
Examining the 13F form we can see an increase of $301M in the current position value, from $2.26B to 2.56B.
Himalaya Capital Management LLC is based out at Seattle, WA
Below you can find more details about Li Lu portfolio as well as his latest detailed transactions.
- Financial Services: $1.29 Billion
- Communication Services: $1.02 Billion
- Technology: $160 Million
- Energy: $92.4 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade |
|---|---|---|---|---|
| BAC Bank Of America Corp Financial Services | $315B | $719 Million 28.07% of portfolio | 18,081,133 | Q1 2023 Added 23.95% |
| GOOG Alphabet Inc. Communication Services | $913B | $558 Million 21.8% of portfolio | 3,044,000 | Q3 2022 Added 1,900.0% |
| GOOGL Alphabet Inc. Communication Services | $888B | $463 Million 18.08% of portfolio | 2,543,300 | Q4 2022 Added 168.28% |
| BRK-B Berkshire Hathaway Inc Class B Financial Services | $597B | $365 Million 14.26% of portfolio | 897,749 | Q3 2021 New |
| EWBC East West Bancorp Inc Financial Services | $11.3B | $203 Million 7.94% of portfolio | 2,776,351 | Q2 2023 Added 20.91% |
| AAPL Apple Inc. Technology | $3.54T | $160 Million 6.25% of portfolio | 759,600 | Q4 2020 New |
| OXY Occidental Petroleum Corp Energy | $47.9B | $92.4 Million 3.61% of portfolio | 1,466,500 | Q2 2024 New |
Li Lu
Li Lu is the founder and managing partner of Himalaya Capital Management, a successful investment firm that focuses on value investing. Lu is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
Summary
Portfolio
No. of Stocks
7
Current Value
$2.56 Billion
Prior Value
$2.26 Billion
Filing
Period
Q2 2024
Filing Date
August 14, 2024
Form Type
Activity in Q2 2024
New Purchases
1 stocks
Additional Purchases
0 stocks
Sold out of
0 stocks
Reduced holdings in
0 stocks