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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
-27.74%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$713M
AUM Growth
+$293M
Cap. Flow
+$516M
Cap. Flow %
72.34%
Top 10 Hldgs %
100%
Holding
3
New
2
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$371M
2
MU icon
Micron Technology
MU
+$109M
3
BABA icon
Alibaba
BABA
+$36.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 58.44%
2 Financials 36.79%
3 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
1
Micron Technology
MU
$1.1T
$417M 58.44%
9,909,423
+2,095,000
+27% +$109M
BAC icon
2
Bank of America
BAC
$451B
$262M 36.79%
+12,358,987
New +$371M
BABA icon
3
Alibaba
BABA
$297B
$34M 4.77%
+175,000
New +$36.5M

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Li Lu's Q1 2020 Portfolio in Review

As of Q1 2020, Li Lu held 3 positions worth $713M, up 70% from $420M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Li Lu deployed $516M of net new capital in Q1 2020, opening 2 new positions and adding to 1 existing holding. Its largest new stake was Bank of America: 12,358,987 shares worth $262M.

By sector, the portfolio is most concentrated in Technology at 58% of assets, down from 100% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Li Lu's largest Q1 2020 buy was Bank of America: 12,358,987 shares worth $262M.
  • Li Lu added most to Micron Technology in Q1 2020, an estimated $109M increase.
  • Li Lu's ten largest holdings make up 100% of its $713M portfolio in Q1 2020.
  • Li Lu opened 2 new positions and closed 0 in Q1 2020.
  • Li Lu's portfolio value rose 70% quarter-over-quarter to $713M.

Based on Himalaya Capital Management's 13F filing for Q1 2020, filed 14 May 2020.