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Himalaya Capital

Long Only

Li Lu · Filed 2026-08-14 · CIK 0001709323 · Q2 2026

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Form ADV discretionary AUM, 2026-06-01i
$21.39B
13F Equity Value
$3.70B
As of Q2 2026
13F / AUM
17.3%
Mostly non-13F assets
Positions
8
13F long book at a glance — % of AUM
GOOGL
GOOG
NON-13F · 83%
#
Value
# SharesSourceWeight
1
ALPHABET INCHIST
GOOGL
$908.9M
4.2%2,543,300——0.02%13F
2
ALPHABET INCHIST
GOOG
$866.1M
4.0%2,451,300——0.02%13F
3
PDD HOLDINGS INCHIST
PDD
$820.9M
3.8%10,761,119+6,153,119+133.5%0.19%13F
4
BERKSHIRE HATHAWAY INC DELHIST
BRK-B
$554.6M
2.6%1,108,318+210,569+23.5%117.72%13F
5
EAST WEST BANCORP INCHIST
EWBC
$358.4M
1.7%2,776,351——2.03%13F
6
CROCS INCHIST
CROX
$107.0M
0.5%887,093——1.85%13F
7
TENCENT MUSIC ENTERTAINMHIST
TME
$55.0M
0.3%6,590,836——0.21%13F
8
APPLE INCHIST
AAPL
$32.0M
0.1%110,600——0.00%13F
Positions are primarily from the latest 13F-HR. Schedule 13D/13G filings (>5% stakes) are merged in when present; they report shares and percent of class but not dollar value. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.