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 | Consumer Discretionary | 86.82% |
| 2 | Communication Services | 13.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Alibaba
BABA
$235B
| $8.73M | 86.82% |
53,000
| – | – |
2018 Q1
2 quarters
|
|
2
Baidu
BIDU
$26.4B
| $1.33M | 13.18% |
5,800
| – | – |
2016 Q4
7 quarters
|
|
Similar funds
Li Lu's Q3 2018 Portfolio in Review
As of Q3 2018, Li Lu held 2 positions worth $10.1M, down 11% from $11.2M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q3 2018: 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 Consumer Discretionary at 87% of assets, down from 87% a quarter earlier, followed by Communication Services.
- Li Lu's ten largest holdings make up 100% of its $10.1M portfolio in Q3 2018.
- Li Lu opened 0 new positions and closed 0 in Q3 2018.
- Li Lu's portfolio value fell 11% quarter-over-quarter to $10.1M.
Based on Himalaya Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.