Li Lu
Li Lu runs Himalaya Capital. At the end of Q2 2026 the fund reported $3,702,921,099 of US stocks in its SEC 13F filing, led by GOOGL (24.5%), GOOG (23.4%), PDD (22.2%).
Biggest holdings (Q2 2026)
| Stock | Share of fund | Change this quarter |
|---|
| GOOGL ALPHABET INC | 24.5% | |
| GOOG ALPHABET INC | 23.4% | |
| PDD PDD HOLDINGS INC | 22.2% | Added (was 14.7%) |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 15% | |
| EWBC EAST WEST BANCORP INC | 9.7% | |
| CROX CROCS INC | 2.9% | |
| TME TENCENT MUSIC ENTERTAINM | 1.5% | |
| AAPL APPLE INC | 0.9% | |
Big investment managers must list their US stock holdings with the SEC every quarter, up to 45 days after it ends. A 13F shows long stock positions only (no short bets, and few options), and it is how things stood on the last day of the quarter, not today.
What changed last quarter
- Added to PDD HOLDINGS INC (now 22.2% of the fund)
- Sold out of BK OF AMERICA CORP
- Sold out of OCCIDENTAL PETE CORP
- Sold out of S&P GLOBAL INC
- Sold out of BLOCK H & R INC
- Sold out of MOODYS CORP
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