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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
+16.87%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$1.98B
AUM Growth
+$163M
Cap. Flow
-$104M
Cap. Flow %
-5.28%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$104M

Sector Composition

Rank Sector Weight
1 Technology 55.86%
2 Financials 24.17%
3 Communication Services 17.51%
4 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
1
Micron Technology
MU
$1.1T
$1.01B 51.17%
11,476,523
– –
BAC icon
2
Bank of America
BAC
$451B
$478M 24.17%
12,358,987
– –
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.2T
$178M 8.98%
1,718,000
– –
META icon
4
Meta Platforms (Facebook)
META
$1.5T
$169M 8.53%
572,600
-387,700
-40% -$104M
AAPL icon
5
Apple
AAPL
$4.46T
$92.8M 4.69%
759,600
– –
PDD icon
6
Pinduoduo
PDD
$121B
$48.6M 2.46%
363,165
– –

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Li Lu's Q1 2021 Portfolio in Review

As of Q1 2021, Li Lu held 6 positions worth $1.98B, up 9% from $1.82B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Li Lu withdrew a net $104M in Q1 2021, reducing 1 holding. Its largest reduction was Meta Platforms (Facebook), cutting an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 56% of assets, up from 53% a quarter earlier, followed by Financials and Communication Services.

  • Li Lu's biggest Q1 2021 reduction was Meta Platforms (Facebook), cutting an estimated $104M.
  • Li Lu's ten largest holdings make up 100% of its $1.98B portfolio in Q1 2021.
  • Li Lu opened 0 new positions and closed 0 in Q1 2021.
  • Li Lu's portfolio value rose 9% quarter-over-quarter to $1.98B.

Based on Himalaya Capital Management's 13F filing for Q1 2021, filed 17 May 2021.