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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$9.98M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 56.89% |
| 2 | Communication Services | 43.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alibaba
BABA
$297B
| $9.73M | 56.89% |
+53,000
| New | +$9.98M |
|
|
SINA
2
DELISTED
Sina Corp
SINA
| $5.45M | 31.89% |
52,300
| – | – |
|
3
Baidu
BIDU
$35.2B
| $1.29M | 7.57% |
5,800
| – | – |
|
4
Weibo
WB
$1.88B
| $625K | 3.65% |
5,230
| – | – |
|
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Li Lu's Q1 2018 Portfolio in Review
As of Q1 2018, Li Lu held 4 positions worth $17.1M, up 139% from $7.14M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Li Lu deployed $9.98M of net new capital in Q1 2018, opening 1 new position. Its largest new stake was Alibaba: 53,000 shares worth $9.73M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 57% of assets, followed by Communication Services.
- Li Lu's largest Q1 2018 buy was Alibaba: 53,000 shares worth $9.73M.
- Li Lu's ten largest holdings make up 100% of its $17.1M portfolio in Q1 2018.
- Li Lu opened 1 new position and closed 0 in Q1 2018.
- Li Lu's portfolio value rose 139% quarter-over-quarter to $17.1M.
Based on Himalaya Capital Management's 13F filing for Q1 2018, filed 16 May 2018.