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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
+9.83%
1 Year Est. Return
+39.18%
3 Year Est. Return
+115.66%
5 Year Est. Return
+79.58%
10 Year Est. Return
–
AUM
$2.56B
AUM Growth
+$301M
Cap. Flow
+$94M
Cap. Flow %
3.67%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
OXY icon
Occidental Petroleum
OXY
+$94M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 50.27%
2 Communication Services 39.88%
3 Technology 6.25%
4 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
1
Bank of America
BAC
$451B
$719M 28.07%
18,081,133
– –
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.2T
$558M 21.8%
3,044,000
– –
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.23T
$463M 18.08%
2,543,300
– –
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.08T
$365M 14.26%
897,749
– –
EWBC icon
5
East-West Bancorp
EWBC
$18.7B
$203M 7.94%
2,776,351
– –
AAPL icon
6
Apple
AAPL
$4.46T
$160M 6.25%
759,600
– –
OXY icon
7
Occidental Petroleum
OXY
$58.3B
$92.4M 3.61%
+1,466,500
New +$94M

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Li Lu's Q2 2024 Portfolio in Review

As of Q2 2024, Li Lu held 7 positions worth $2.56B, up 13% from $2.26B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Li Lu deployed $94M of net new capital in Q2 2024, opening 1 new position. Its largest new stake was Occidental Petroleum: 1,466,500 shares worth $92.4M.

By sector, the portfolio is most concentrated in Financials at 50% of assets, down from 57% a quarter earlier, followed by Communication Services and Technology.

  • Li Lu's largest Q2 2024 buy was Occidental Petroleum: 1,466,500 shares worth $92.4M.
  • Li Lu's ten largest holdings make up 100% of its $2.56B portfolio in Q2 2024.
  • Li Lu opened 1 new position and closed 0 in Q2 2024.
  • Li Lu's portfolio value rose 13% quarter-over-quarter to $2.56B.

Based on Himalaya Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.