13f Filing
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Li Lu
Himalaya Capital Management LLC
Period:
Q4, 2025
Filed Date:
Feb 17, 2026
Reported Date:
Dec 31, 2025
No. of Stocks:
9
Portfolio Value:
3.57B
SEC Reference
Holding
Activity
All
Buy
Sell
Stock
Activity
Share Change
% Change to protfolio
Q4 2025
GOOG - Alphabet inc
Add 3.75%
2543300
5.577
GOOGL - Alphabet inc
Reduced 3.62%
2451300
3.617
CROX - Crocs inc
Buy
628159
1.505
SOC - Sable offshore corp
Sold 100%
1343000
0.726
Q3 2025
Q2 2025
BAC - Bank of america corp
Reduced 24.66%
10431387
24.665
PDD - Pdd holdings inc
Buy
4608000
17.934
Q1 2025
GOOG - Alphabet inc
Reduced 19.47%
2451300
19.471
AAPL - Apple inc
Reduced 65.19%
110600
65.187
BAC - Bank of america corp
Reduced 23.42%
13846633
23.419
Q4 2024
Q3 2024
AAPL - Apple inc
Reduced 58.18%
317700
58.175
SOC - Sable offshore corp
Buy
1343000
1.284
Q2 2024
OXY - Occidental petroleum corp
Buy
1466500
3.608
Q1 2024
Q4 2023
Q3 2023