Himalaya Capital Management

Managed by Li Lu

Portfolio Value: $3.6B

Holdings: 9

Quarter: 2025-Q4

2025-Q4 vs 2025-Q3

Stock	Action	% Port	Shares	Δ Shares	Δ % Port	Rpt Price
CROXCROCS INC	New Buy	1.5%	628,159	+628,159	+1.5pp	$85.52
SOCSABLE OFFSHORE CORP	Sold	0.0%	0	-1,343,000	-0.7pp	—