Li Lu

Himalaya Capital Management LLC

Period:  Q1, 2026
Filed Date:  May 15, 2026
Reported Date:  Mar 31, 2026
No. of Stocks:  14
Portfolio Value:  3.20B
StockActivityShare Change% Change to protfolio
Q1 2026

GOOGL - Alphabet inc

Add 3.75%2543300-1.183

GOOG - Alphabet inc

Reduced 3.62%24513003.617

BAC - Bank of america corp

Reduced 71.26%299798771.260

CROX - Crocs inc

Add 41.22%8870930.622

HRB - H & r block inc

Buy16269061.613

MCO - Moody's corp

Buy1177841.605

MSCI - Msci inc

Buy189390.319

SPGI - S&p global inc

Buy1214631.614
Q4 2025

GOOG - Alphabet inc

Add 3.75%25433005.577

GOOGL - Alphabet inc

Reduced 3.62%24513003.617

CROX - Crocs inc

Buy6281591.505

SOC - Sable offshore corp

Sold 100%13430000.726
Q3 2025
Q2 2025

BAC - Bank of america corp

Reduced 24.66%1043138724.665

PDD - Pdd holdings inc

Buy460800017.934
Q1 2025

GOOG - Alphabet inc

Reduced 19.47%245130019.471

AAPL - Apple inc

Reduced 65.19%11060065.187

BAC - Bank of america corp

Reduced 23.42%1384663323.419
Q4 2024
Q3 2024

AAPL - Apple inc

Reduced 58.18%31770058.175
Q2 2024
Q1 2024
Q4 2023
Q3 2023