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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
+5.37%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$118M
AUM Growth
+$5.94M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$114M 96.79%
659,718
– –
SINA
2
DELISTED
Sina Corp
SINA
$3.77M 3.21%
52,300
– –

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Li Lu's Q1 2017 Portfolio in Review

As of Q1 2017, Li Lu held 2 positions worth $118M, up 5.3% from $112M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2017: portfolio turnover was 0%. Li Lu opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Communication Services at 100% of assets, unchanged from a quarter earlier.

  • Li Lu's ten largest holdings make up 100% of its $118M portfolio in Q1 2017.
  • Li Lu opened 0 new positions and closed 0 in Q1 2017.
  • Li Lu's portfolio value rose 5.3% quarter-over-quarter to $118M.

Based on Himalaya Capital Management's 13F filing for Q1 2017, filed 14 Jun 2017.