MANAGER LI LU · HIMALAYA CAPITAL MANAGEMENTCIK 0001709323FORM 13F-HRPERIOD 30 Jun 2026 VERIFIED SOURCE
LATEST SEC ACCEPTANCE14 Aug 2026 · 11:28 ETACCESSION 0002043585-26-000022
CHART 01 / PORTFOLIO DISTRIBUTION
% OF DISCLOSED VALUEHoldings Allocation
DISCLOSED VALUE$3.7B8 POSITIONS
- 01ALPHABET INC47.94%$1.8B
- 02PDD HOLDINGS INC22.17%$820.9M
- 03BERKSHIRE HATHAWAY INC DEL14.98%$554.6M
- 04EAST WEST BANCORP INC9.68%$358.4M
- 05CROCS INC2.89%$107.0M
- 06TENCENT MUSIC ENTERTAINM1.49%$55.0M
- 07APPLE INC0.86%$32.0M
TABLE 01 / QUARTERLY ACTIVITY
Position Changes
- CURRENT PERIOD
- 30 Jun 2026
- PRIOR PERIOD
- 31 Mar 2026
- UNCHANGED
- 6 POSITIONS
- VALUE CHANGE
- +15.7%
TABLE 02 / COMPLETE INFORMATION TABLE
Reported Holdings
8 CURRENT POSITIONS
| # | ISSUER | WEIGHT | SHARES / PRN | DISCLOSED VALUE | ACTIVITY | Q/Q SHARES |
|---|---|---|---|---|---|---|
| 01 | ALPHABET INC | 24.55% | 2,543,300 | $908.90M | UNCHANGED | 0.00% |
| 02 | ALPHABET INC | 23.39% | 2,451,300 | $866.12M | UNCHANGED | 0.00% |
| 03 | PDD HOLDINGS INC | 22.17% | 10,761,119 | $820.86M | NEW | NEW |
| 04 | BERKSHIRE HATHAWAY INC DEL | 14.98% | 1,108,318 | $554.59M | ADDED | +23.46% |
| 05 | EAST WEST BANCORP INC | 9.68% | 2,776,351 | $358.40M | UNCHANGED | 0.00% |
| 06 | CROCS INC | 2.89% | 887,093 | $107.02M | UNCHANGED | 0.00% |
| 07 | TENCENT MUSIC ENTERTAINM | 1.49% | 6,590,836 | $55.03M | UNCHANGED | 0.00% |
| 08 | APPLE INC | 0.86% | 110,600 | $32.00M | UNCHANGED | 0.00% |
DATA CONTROL / SOURCE VERIFIED
Official SEC filing record
Positions are parsed from the filing's public XML information table and normalized by security identity. Activity compares reported share counts with the immediately preceding reporting period. No mock positions, inferred tickers, or estimated market prices are used.
- SEC ACCEPTED
- 14 Aug 2026 · 11:28 ET
- REPORT DATE
- 30 Jun 2026
- ACCESSION
- 0002043585-26-000022
- DATA PIPELINE
- PRE-FETCHED / PERSISTED