Li Lu Himalaya Capital Management
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.
Top Buys
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Baidu
BIDU
$26.2B
| $114M | 96.79% |
659,718
| – | – |
2016 Q4
1 quarter
|
|
|
SINA
2
DELISTED
Sina Corp
SINA
| $3.77M | 3.21% |
52,300
| – | – |
2016 Q4
1 quarter
|
|
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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.