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Himalaya Capital (Li Lu) 13F holdings — 2026-06-30

Filed by Himalaya Capital Management LLC on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

8positions

$3.7Breported value

0new positions

6positions sold out

Holdings

Issuer	Class	Shares	Value	% of 13F	Change
ALPHABET INC	CAP STK CL A	2,543,300	$908.9M	24.55%	No change
ALPHABET INC	CAP STK CL C	2,451,300	$866.1M	23.39%	No change
PDD HOLDINGS INC	SPON ADS	10,761,119	$820.9M	22.17%	Added 134%
BERKSHIRE HATHAWAY INC DEL	CL B NEW	1,108,318	$554.6M	14.98%	Added 23%
EAST WEST BANCORP INC	COM	2,776,351	$358.4M	9.68%	No change
CROCS INC	COM	887,093	$107.0M	2.89%	No change
TENCENT MUSIC ENTERTAINM	SPON ADS	6,590,836	$55.0M	1.49%	No change
APPLE INC	COM	110,600	$32.0M	0.86%	No change

Sold out since prior quarter

Issuer	Shares in prior quarter	Prior value
BK OF AMERICA CORP	2,997,987	$146.2M
BLOCK H & R INC	1,626,906	$51.6M
MOODYS CORP	117,784	$51.4M
MSCI INC	18,939	$10.2M
OCCIDENTAL PETE CORP	1,466,500	$95.3M
S&P GLOBAL INC	121,463	$51.7M

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.