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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
-5.54%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$2.15B
AUM Growth
+$98.6M
Cap. Flow
+$252M
Cap. Flow %
11.74%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 42.93%
2 Financials 35.83%
3 Communication Services 19.71%
4 Consumer Discretionary 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
1
Micron Technology
MU
$1.1T
$815M 37.92%
11,476,523
– –
BAC icon
2
Bank of America
BAC
$451B
$525M 24.42%
12,358,987
– –
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.08T
$245M 11.41%
+897,749
New +$252M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.2T
$229M 10.66%
1,718,000
– –
META icon
5
Meta Platforms (Facebook)
META
$1.5T
$194M 9.05%
572,600
– –
AAPL icon
6
Apple
AAPL
$4.46T
$107M 5%
759,600
– –
PDD icon
7
Pinduoduo
PDD
$121B
$32.9M 1.53%
363,165
– –

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Li Lu's Q3 2021 Portfolio in Review

As of Q3 2021, Li Lu held 7 positions worth $2.15B, up 4.8% from $2.05B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Li Lu deployed $252M of net new capital in Q3 2021, opening 1 new position. Its largest new stake was Berkshire Hathaway Class B: 897,749 shares worth $245M.

By sector, the portfolio is most concentrated in Technology at 43% of assets, down from 53% a quarter earlier, followed by Financials and Communication Services.

  • Li Lu's largest Q3 2021 buy was Berkshire Hathaway Class B: 897,749 shares worth $245M.
  • Li Lu's ten largest holdings make up 100% of its $2.15B portfolio in Q3 2021.
  • Li Lu opened 1 new position and closed 0 in Q3 2021.
  • Li Lu's portfolio value rose 4.8% quarter-over-quarter to $2.15B.

Based on Himalaya Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.