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LL
United States
Li Lu
FollowFounder 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 · 2026-Q1
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| TENCENT MUSIC ENTMT GROUP SPON ADS | 6,590,836New position this quarter | $61.2M | 1.9% |
| PDD HOLDINGS INC SPONSORED ADS | 4,608,000 | $470.8M | 14.7% |
| BK OF AMERICA CORP COM |
Sector allocation
How the book's sector weights moved
Communication Services rose most (▲ +9pp) · Financials fell most (▼ −11pp)
14 of 14 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