Li Lu
Himalaya Capital · Buys great companies for less than they're really worth and holds for the long run
Top 5 holdings: GOOGL 24.5%, GOOG 23.4%, PDD 22.2%, BRK/B 15.0%, EWBC 9.7%
Holdings in or near the buy zone today
From stocks Li Lu holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $3.7B
| Quarter | GOOGL | GOOG | PDD | BRK/B | EWBC |
|---|---|---|---|---|---|
| Q2 2026 | 24.5% | 23.4% | 22.2% | 15.0% | 9.7% |
| Q1 2026 | 22.8% | 22.0% | 14.7% | 13.4% | 9.3% |
| Q4 2025 | 21.6% | 22.3% | 14.6% | 12.6% | 8.7% |
| Q3 2025 | 19.1% | 18.5% | 18.9% | 14.0% | 9.1% |
| Q2 2025 | 16.7% | 16.2% | 17.9% | 16.2% | 10.4% |
| Q1 2025 | 17.8% | 17.3% | – | 21.6% | 11.3% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice