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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
+2.32%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$1.93B
AUM Growth
+$184M
Cap. Flow
+$152M
Cap. Flow %
7.87%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$152M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 39.46%
2 Technology 34.88%
3 Communication Services 25.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
1
Micron Technology
MU
$1.1T
$574M 29.76%
11,476,523
– –
BAC icon
2
Bank of America
BAC
$451B
$483M 25.07%
14,586,987
– –
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.08T
$277M 14.39%
897,749
– –
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.2T
$270M 14.01%
3,044,000
– –
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.23T
$224M 11.64%
2,543,300
+1,595,300
+168% +$152M
AAPL icon
6
Apple
AAPL
$4.46T
$98.7M 5.12%
759,600
– –

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Li Lu's Q4 2022 Portfolio in Review

As of Q4 2022, Li Lu held 6 positions worth $1.93B, up 11% from $1.74B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Li Lu deployed $152M of net new capital in Q4 2022, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 39% a quarter earlier, followed by Technology and Communication Services.

  • Li Lu added most to Alphabet (Google) Class A in Q4 2022, an estimated $152M increase.
  • Li Lu's ten largest holdings make up 100% of its $1.93B portfolio in Q4 2022.
  • Li Lu opened 0 new positions and closed 0 in Q4 2022.
  • Li Lu's portfolio value rose 11% quarter-over-quarter to $1.93B.

Based on Himalaya Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.