BACK TO GURUS
positionslive prices
13F • Q2 2026 • FILED AUGUST 14, 2026
Li Lu
Himalaya Capital
13F Value
Market value of everything the 13F reports: US-listed shares, options at their underlying value, convertible notes
$3.7B
+0.00%
Top Conviction
Largest position, as a share of the 13F value
GOOGL 47.9%
+0.00%
Positions
Companies and instruments in the filing; the 7 largest are listed below
7
Holdings As Of
Quarter end the 13F describes; filed with the SEC on August 14, 2026
June 30, 2026
ASSET | QTY | AVG | LAST | DAY % | MKT VAL | WEIGHT | P&L | RETURN | |
|---|---|---|---|---|---|---|---|---|---|
GO GOOGLAlphabet Inc | 1,775,016,950 | $1.00 | $1.00 | 0.00% | $1,775,016,950.00 | 47.94% | +$0.00 | +0.00% | |
PD PDDPDD Holdings Inc | 820,858,157 | $1.00 | $1.00 | 0.00% | $820,858,157.00 | 22.17% | +$0.00 | +0.00% | |
BR BRK-BBerkshire Hathaway Inc | 554,591,244 | $1.00 | $1.00 | 0.00% | $554,591,244.00 | 14.98% | +$0.00 | +0.00% | |
EW EWBCEast West Bancorp Inc | 358,399,151 | $1.00 | $1.00 | 0.00% | $358,399,151.00 | 9.68% | +$0.00 | +0.00% | |
CR CROXCrocs Inc | 107,018,900 | $1.00 | $1.00 | 0.00% | $107,018,900.00 | 2.89% | +$0.00 | +0.00% | |
TE TENCENT MUSIC ENTERTAINM | 55,033,481 | $1.00 | $1.00 | 0.00% | $55,033,481.00 | 1.49% | +$0.00 | +0.00% | |
AA AAPLApple Inc | 32,003,216 | $1.00 | $1.00 | 0.00% | $32,003,216.00 | 0.86% | +$0.00 | +0.00% |
7 positions·7 in profit0 in loss·sorted by MKT VAL· ↑↓ move · enter open · o holding
since purchase +$0.00 (+0.00%)market value $3,702,921,099.00
Source: Himalaya Capital Management LLC's Form 13F for Q2 2026. A 13F lists long positions in US-listed securities only, valued at the quarter's close; cash, short sales and foreign shares are not in it. Lines without a ticker are kept as filed. Weights are shares of everything the 13F reports, options included at their underlying's value as filed, so a large put or call can outweigh every stock line.