Li Lu's portfolio
Li Lu's Himalaya Capital portfolio: $3.7B across 8 stocks as of Q2 2026. Top holdings GOOGL, PDD, BRK-B, EWBC, CROX. Latest buys and sells from the 13F filed Aug 14, 2026.
Top holdings
| Stock | % of portfolio | Value | Shares | Change |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 47.9% | $1.8B | 5.0M | Held |
| PDD PDD HOLDINGS INC | 22.2% | $820.9M | 10.8M | Added |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 15.0% | $554.6M | 1.1M | Added |
| EWBC EAST WEST BANCORP INC | 9.7% | $358.4M | 2.8M | Held |
| CROX CROCS INC | 2.9% | $107.0M | 887,093 | Held |
| TME TENCENT MUSIC ENTERTAINM | 1.5% | $55.0M | 6.6M | Held |
| AAPL APPLE INC | 0.9% | $32.0M | 110,600 | Held |
Biggest buys (Q2 2026)
| Stock | Action | Trade value | Shares now | Weight |
|---|---|---|---|---|
| PDD PDD HOLDINGS INC | Added | $469.4M | 10.8M | 22.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | Added | $105.4M | 1.1M | 15.0% |
Biggest sells (Q2 2026)
No sales this quarter.
Source: SEC Form 13F-HR for the quarter ending June 30, 2026, filed August 14, 2026; compared with Q1 2026. Long US equity positions only.
Frequently asked questions
What does Li Lu own?
As of Q2 2026, Himalaya Capital's largest holdings are GOOGL (47.9%), PDD (22.2%), BRK-B (15.0%), EWBC (9.7%), CROX (2.9%). The top 10 positions make up 100% of the $3.7B portfolio.
What did Li Lu buy last quarter?
In Q2 2026, Himalaya Capital's largest purchases were PDD (added, $469.4M), BRK-B (added, $105.4M).
When is Li Lu's next 13F filing?
13F reports are due 45 days after each quarter ends. The latest filing, for Q2 2026, was filed on August 14, 2026.