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 | Financials | 39.01% |
| 2 | Technology | 39% |
| 3 | Communication Services | 21.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Micron Technology
MU
$1.1T
| $575M | 32.98% |
11,476,523
| – | – |
|
2
Bank of America
BAC
$451B
| $441M | 25.27% |
14,586,987
| – | – |
|
3
Alphabet (Google) Class C
GOOG
$4.2T
| $293M | 16.79% |
3,044,000
| – | – |
|
4
Berkshire Hathaway Class B
BRK.B
$1.08T
| $240M | 13.75% |
897,749
| – | – |
|
5
Apple
AAPL
$4.46T
| $105M | 6.02% |
759,600
| – | – |
|
|
6
Alphabet (Google) Class A
GOOGL
$4.23T
| $90.7M | 5.2% |
948,000
| – | – |
|
Similar funds
Li Lu's Q3 2022 Portfolio in Review
As of Q3 2022, Li Lu held 6 positions worth $1.74B, down 6.9% from $1.87B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q3 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 Financials at 39% of assets, up from 37% a quarter earlier, followed by Technology and Communication Services.
- Li Lu's ten largest holdings make up 100% of its $1.74B portfolio in Q3 2022.
- Li Lu opened 0 new positions and closed 0 in Q3 2022.
- Li Lu's portfolio value fell 6.9% quarter-over-quarter to $1.74B.
Based on Himalaya Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.