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Li Lu Himalaya Capital Management

AUM $3.7B
1-Year Est. Return 39.18%
 

Li Lu is the founder of Himalaya Capital Management and a prominent value investor influenced by the Berkshire Hathaway tradition. A student of Charlie Munger’s approach, he is known for concentrated portfolios, long holding periods, and deep fundamental research. His firm’s public filings are followed closely by investors seeking exposure to high-conviction ideas across U.S. and Asian markets.

This Fund
S&P 500
This Quarter Est. Return
-9.93%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow %
103.93%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$112M
2
SINA
Sina Corp
SINA
+$3.75M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIDU icon
1
Baidu
BIDU
$35.2B
$108M 97.15%
+659,718
New +$112M
SINA
2
DELISTED
Sina Corp
SINA
$3.18M 2.85%
+52,300
New +$3.75M

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Li Lu's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for Li Lu, which disclosed 2 positions worth $112M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Baidu: 659,718 shares worth $108M.

By sector, the portfolio is most concentrated in Communication Services at 100% of assets.

  • Li Lu's largest Q4 2016 buy was Baidu: 659,718 shares worth $108M.
  • Li Lu's ten largest holdings make up 100% of its $112M portfolio in Q4 2016.
  • Li Lu disclosed 2 positions in Q4 2016, its first 13F filing on record.

Based on Himalaya Capital Management's 13F filing for Q4 2016, filed 14 Jun 2017.