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 | 43.14% |
| 2 | Financials | 38.59% |
| 3 | Communication Services | 18.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Micron Technology
MU
$1.1T
| $894M | 37.57% |
11,476,523
| – | – |
|
2
Bank of America
BAC
$451B
| $601M | 25.27% |
14,586,987
| – | – |
|
3
Berkshire Hathaway Class B
BRK.B
$1.08T
| $317M | 13.32% |
897,749
| – | – |
|
4
Alphabet (Google) Class C
GOOG
$4.2T
| $240M | 10.08% |
1,718,000
| – | – |
|
5
Meta Platforms (Facebook)
META
$1.5T
| $195M | 8.19% |
876,200
| – | – |
|
6
Apple
AAPL
$4.46T
| $133M | 5.57% |
759,600
| – | – |
|
Similar funds
Li Lu's Q1 2022 Portfolio in Review
As of Q1 2022, Li Lu held 6 positions worth $2.38B, down 11% from $2.66B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q1 2022: 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 43% of assets, down from 45% a quarter earlier, followed by Financials and Communication Services.
- Li Lu's ten largest holdings make up 100% of its $2.38B portfolio in Q1 2022.
- Li Lu opened 0 new positions and closed 0 in Q1 2022.
- Li Lu's portfolio value fell 11% quarter-over-quarter to $2.38B.
Based on Himalaya Capital Management's 13F filing for Q1 2022, filed 16 May 2022.