Portfolios of the great investors (13F)
Li Lu portfolio · Himalaya Capital
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 3.703 M$
- Holdings
- 8
- Buys
- 2
- Sells
- 6
| Pdd Holdings Inc | increased 134% |
| Berkshire Hathaway Inc Del (B) | increased 23% |
| Bk Of America Corp | sold out |
| Occidental Pete Corp | sold out |
| S&P Global Inc | sold out |
| Block H & R Inc | sold out |
| Moodys Corp | sold out |
| Msci Inc | sold out |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Alphabet Inc (A) | 24,5% | 909 M$ | 2.543.300 | |
| Alphabet Inc (C) | 23,4% | 866 M$ | 2.451.300 | |
| Pdd Holdings Inc | 22,2% | 821 M$ | 10.761.119 | increased 134% |
| Berkshire Hathaway Inc Del (B) | 15,0% | 555 M$ | 1.108.318 | increased 23% |
| East West Bancorp Inc | 9,7% | 358 M$ | 2.776.351 | |
| Crocs Inc | 2,9% | 107 M$ | 887.093 | |
| Tencent Music Entertainm | 1,5% | 55 M$ | 6.590.836 | |
| Apple Inc | 0,9% | 32 M$ | 110.600 |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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