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 | Technology | 52.66% |
| 2 | Financials | 24.86% |
| 3 | Communication Services | 20.22% |
| 4 | Consumer Discretionary | 2.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Micron Technology
MU
$1.1T
| $975M | 47.59% |
11,476,523
| – | – |
|
2
Bank of America
BAC
$451B
| $510M | 24.86% |
12,358,987
| – | – |
|
3
Alphabet (Google) Class C
GOOG
$4.2T
| $215M | 10.51% |
1,718,000
| – | – |
|
4
Meta Platforms (Facebook)
META
$1.5T
| $199M | 9.72% |
572,600
| – | – |
|
5
Apple
AAPL
$4.46T
| $104M | 5.08% |
759,600
| – | – |
|
6
Pinduoduo
PDD
$121B
| $46.1M | 2.25% |
363,165
| – | – |
|
Similar funds
Li Lu's Q2 2021 Portfolio in Review
As of Q2 2021, Li Lu held 6 positions worth $2.05B, up 3.6% from $1.98B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q2 2021: portfolio turnover was 0%. Li Lu opened no new positions and made no exits, leaving the 6-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 53% of assets, down from 56% a quarter earlier, followed by Financials and Communication Services.
- Li Lu's ten largest holdings make up 100% of its $2.05B portfolio in Q2 2021.
- Li Lu opened 0 new positions and closed 0 in Q2 2021.
- Li Lu's portfolio value rose 3.6% quarter-over-quarter to $2.05B.
Based on Himalaya Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.