Li Lu — Portfolio & Holdings
Li Lu of Himalaya Capital Management manages $3.7B across 7 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Li Lu |
|---|---|
| Firm | Himalaya Capital Management |
| Assets Under Management (13F) | $3.7B |
| Number of Positions | 7 |
| Reporting Period | Q2 2026 |
Top Holdings
Li Lu's largest reported holdings: GOOGL, PDD, BRK.B, EWBC, CROX, TME, AAPL.
All 7 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | 47.94% | $1.78B | Unchanged |
| 2 | PDD | PDD Holdings Inc. | 22.17% | $821M | Added 133.53% |
| 3 | BRK.B | Berkshire Hathaway | 14.98% | $555M | Added 23.46% |
| 4 | EWBC | East West Bancorp | 9.68% | $358M | Unchanged |
| 5 | CROX | Crocs, Inc. | 2.89% | $107M | Unchanged |
| 6 | TME | Tencent Music Entertainment Group | 1.49% | $55.0M | Unchanged |
| 7 | AAPL | Apple Inc. | 0.86% | $32.0M | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:50 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:50 UTC. This page is informational and not investment advice.
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