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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
-10.5%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$10.1M
AUM Growth
-$1.18M
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 Consumer Discretionary 86.82%
2 Communication Services 13.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$297B
$8.73M 86.82%
53,000
– –
BIDU icon
2
Baidu
BIDU
$35.2B
$1.33M 13.18%
5,800
– –

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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.