United States

Li Lu

Founder of Himalaya Capital Management; value investing across US and Asian equities; Charlie Munger's investment manager; sparse public talks at Columbia and Peking University.

Portfolio · 2025-Q4

Security	Shares	Market value	% of portfolio
ALPHABET INC CAP STK CL A	2,451,300Shares decreased 4%	$769.2M	21.6%
ALPHABET INC CAP STK CL C	2,543,300Shares increased 4%	$796.1M	22.3%

Sector allocation

How the book's sector weights moved

Communication Services rose most (▲ +6pp) · Industrials fell most (▼ −4pp)

9 of 9 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.

Recent moves

Latest filed · 2026-03-31

Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.

Quarterly 13F update · 2026-Q19 opened

OpenedGOOGL +$731.4MGOOG +$703.2MPDD +$470.8MBRK.B +$430.2MEWBC +$296.4MCROX +$73.6M+3 more

Quarterly 13F update · 2025-Q414 opened

Opened