← Superinvestors
LL
Li Lu
Himalaya Capital Management
Periodo
Q1 2026
Valore portafoglio
$3.20B
Titoli
14
Attività
6 acquisti · 1 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | 22.85% | — | 2,543,300 | $731.4M |
| 2 | GOOG ALPHABET INC | 21.97% | — | 2,451,300 | $703.2M |
| 3 | PDD PDD HOLDINGS INC | 14.71% | — | 4,608,000 | $470.8M |
| 4 | BRK/B BERKSHIRE HATHAWAY INC DEL | 13.44% | — | 897,749 | $430.2M |
| 5 | EWBC EAST WEST BANCORP INC | 9.26% | — | 2,776,351 | $296.4M |
| 6 | BAC BK OF AMERICA CORP | 4.57% | Reduce 71.26% | 2,997,987 | $146.2M |
| 7 | OXY OCCIDENTAL PETE CORP | 2.98% | — | 1,466,500 | $95.3M |
| 8 | CROX CROCS INC | 2.3% | Add 41.22% | 887,093 | $73.6M |
| 9 | TME TENCENT MUSIC ENTMT GROUP | 1.91% | Buy | 6,590,836 | $61.2M |
| 10 | SPGI S&P GLOBAL INC | 1.61% | Buy | 121,463 | $51.7M |
| 11 | HRB BLOCK H & R INC | 1.61% | Buy | 1,626,906 | $51.6M |
| 12 | MCO MOODYS CORP | 1.61% | Buy | 117,784 | $51.4M |
| 13 | AAPL APPLE INC | 0.88% | — | 110,600 | $28.1M |
| 14 | MSCI MSCI INC | 0.32% | Buy | 18,939 | $10.2M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.