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Himalaya Capital Management — Li Lu | Fund Consensus

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Himalaya Capital Management

Managed by Li Lu

Portfolio Value: $3.6B

Holdings: 9

Quarter: 2025-Q4

Holdings Activity Buys Sells History

Verify on SEC EDGAR →

2025-Q4

New BuyCROXCROCS INC

+628,159 shares

SoldSOCSABLE OFFSHORE CORP

-1,343,000 shares (closed)

2025-Q2

New BuyPDDPDD HOLDINGS INC

+4,608,000 shares

ReduceBACBK OF AMERICA CORP

-3,415,246 shares

2025-Q1

ReduceGOOGALPHABET INC

-592,700 shares

ReduceBACBK OF AMERICA CORP

-4,234,500 shares

ReduceAAPLAPPLE INC

-207,100 shares

2024-Q3

ReduceAAPLAPPLE INC

-441,900 shares

New BuySOCSABLE OFFSHORE CORP

+1,343,000 shares