Li Lu - Himalaya Capital Management
Portfoliowert
$3.20 B
Positionen
14
Stichtag
2026-03-31
Quartal
Q1 2026
| — | ALPHABET INC | 22.85% | 2,543,300 | $287.56 | $731.35 M | $319.74 | +11.19% | |
| GOOG | ALPHABET INC | 21.97% | 2,451,300 | $286.86 | $703.18 M | $319.09 | +11.24% | |
| PDD | PDD HOLDINGS INC | 14.71% | 4,608,000 | $102.18 | $470.85 M | $82.66 | -19.10% | |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.44% | 897,749 | $479.20 | $430.20 M | $494.93 | +3.28% | |
| EWBC | EAST WEST BANCORP INC | 9.26% | 2,776,351 | $106.76 | $296.40 M | $131.00 | +22.71% | |
| BAC | BK OF AMERICA CORP | 4.57% | Reduce 71.26% | 2,997,987 | $48.75 | $146.15 M | $62.05 | +27.28% |
| OXY | OCCIDENTAL PETE CORP | 2.98% | 1,466,500 | $65.00 | $95.32 M | $57.30 | -11.85% | |
| CROX | CROCS INC | 2.30% | Add 41.22% | 887,093 | $83.02 | $73.65 M | $134.72 | +62.27% |
| TME | TENCENT MUSIC ENTMT GROUP | 1.91% | Buy | 6,590,836 | $9.28 | $61.16 M | $8.85 | -4.63% |
| SPGI | S&P GLOBAL INC | 1.61% | Buy | 121,463 | $425.34 | $51.66 M | $426.40 | +0.25% |
| HRB | BLOCK H & R INC | 1.61% | Buy | 1,626,906 | $31.74 | $51.64 M | $39.94 | +25.83% |
| MCO | MOODYS CORP | 1.61% | Buy | 117,784 | $436.25 | $51.38 M | $471.72 | +8.13% |
| AAPL | APPLE INC | 0.88% | 110,600 | $253.79 | $28.07 M | $333.02 | +31.22% | |
| MSCI | MSCI INC | 0.32% | Buy | 18,939 | $539.01 | $10.21 M | $550.79 | +2.19% |
14 Einträge