Li Lu - Himalaya Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $2.21B | |
| Portfolio Value | $2212436862 |
Portfolio Overview
Comprehensive analysis of HCM's investment portfolio
8
Total Holdings
$2.2B
Portfolio Value
Mar 31, 2025
Latest Filing
26.1%
Largest Position
Top Holdings
1
BAC
BK OF AMERICA CORP
$577.8M
26.1%
↓-0.2%
2
BRK-B
BERKSHIRE HATHAWAY INC DEL
$478.1M
21.6%
3
GOOGL
ALPHABET INC
$393.3M
17.8%
4
GOOG
ALPHABET INC
$383.0M
17.3%
↓-0.2%
5
EWBC
EAST WEST BANCORP INC
$249.2M
11.3%
Recent Activity
AAPL
Apple Inc.
-110,600
Jun 30, 2025
BRK-B
Berkshire Hathaway Inc. New
-897,749
Jun 30, 2025
SOC
Sable Offshore Corp.
-1,343,000
Jun 30, 2025