Li Lu - Himalaya Capital Management

Portfolio

$3.70 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


GOOGL	GOOGLALPHABET INC	24.55%		2,543,300	$357.37	$908.90 M	$329.84	-7.70%
GOOG	GOOGALPHABET INC	23.39%		2,451,300	$353.33	$866.12 M	$328.38	-7.06%
PDD	PDDPDD HOLDINGS INC	22.17%	Add 133.53%	10,761,119	$76.28	$820.86 M	$79.75	+4.55%
BRK-B	BRK-BBERKSHIRE HATHAWAY INC DEL	14.98%	Add 23.46%	1,108,318	$500.39	$554.59 M	$505.89	+1.10%
EWBC	EWBCEAST WEST BANCORP INC	9.68%		2,776,351	$129.09	$358.40 M	$130.43	+1.04%
CROX	CROXCROCS INC	2.89%		887,093	$120.64	$107.02 M	$111.09	-7.92%
TME	TMETENCENT MUSIC ENTERTAINM	1.49%		6,590,836	$8.35	$55.03 M	$8.80	+5.39%
AAPL	AAPLAPPLE INC	0.86%		110,600	$289.36	$32.00 M	$322.60	+11.49%

8 Einträge