13F tracker › Himalaya Capital
Himalaya Capital 13F holdings, Q2 2026
Himalaya Capital (investment firm founded by Li Lu) reported 8 US-listed positions worth $3.7B in its Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026. Compared with Q1 2026, the filing shows 0 new positions, 2 increased, 0 reduced, and 6 exited.
Largest holdings
| Company | Value | Weight | Shares |
|---|---|---|---|
| Alphabet Inc (Class A) | $908.9M | 24.5% | 2,543,300 |
| Alphabet Inc (Class C) | $866.1M | 23.4% | 2,451,300 |
| Pdd Holdings Inc | $820.9M | 22.2% | 10,761,119 |
| Berkshire Hathaway Inc Del | $554.6M | 15.0% | 1,108,318 |
| East West Bancorp Inc | $358.4M | 9.7% | 2,776,351 |
| Crocs Inc | $107.0M | 2.9% | 887,093 |
| Tencent Music Entertainm | $55.0M | 1.5% | 6,590,836 |
| Apple Inc | $32.0M | 0.9% | 110,600 |
Positions increased
| Company | Value | Share change | Shares |
|---|---|---|---|
| Pdd Holdings Inc | $820.9M | +134% | 10,761,119 |
| Berkshire Hathaway Inc Del | $554.6M | +23% | 1,108,318 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
|---|---|---|
| Bk Of America Corp | $146.2M | 2,997,987 |
| Occidental Pete Corp | $95.3M | 1,466,500 |
| S&Amp;P Global Inc | $51.7M | 121,463 |
| Block H &Amp; R Inc | $51.6M | 1,626,906 |
| Moodys Corp | $51.4M | 117,784 |
| Msci Inc | $10.2M | 18,939 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-09-29.