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
| Rank | Stock | Value |
|---|---|---|
| 1 |
SINA
Sina Corp
SINA
|
+$5.45M |
| 2 |
Weibo
WB
|
+$625K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 87.47% |
| 2 | Communication Services | 12.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alibaba
BABA
$297B
| $9.83M | 87.47% |
53,000
| – | – |
|
2
Baidu
BIDU
$35.2B
| $1.41M | 12.53% |
5,800
| – | – |
|
|
3
Weibo
WB
$1.88B
| – | – |
-5,230
| Closed | -$625K |
|
|
SINA
4
DELISTED
Sina Corp
SINA
| – | – |
-52,300
| Closed | -$5.45M |
|
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Li Lu's Q2 2018 Portfolio in Review
As of Q2 2018, Li Lu held 4 positions worth $11.2M, down 34% from $17.1M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Li Lu withdrew a net $6.08M in Q2 2018, closing 2 positions. Its most notable exit was Sina Corp, an estimated $5.45M position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 87% of assets, up from 57% a quarter earlier, followed by Communication Services.
- Li Lu fully exited Sina Corp in Q2 2018, selling an estimated $5.45M.
- Li Lu's ten largest holdings make up 100% of its $11.2M portfolio in Q2 2018.
- Li Lu opened 0 new positions and closed 2 in Q2 2018.
- Li Lu's portfolio value fell 34% quarter-over-quarter to $11.2M.
Based on Himalaya Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.