Himalaya Capital Management just filed its Q2 2026 13F. ๐
Managed by Li Lu ยท $3.7B across 8 holdings
๐ข Bought: $PDD, $BRK-B
๐ด Sold: $BAC, $OXY, $SPGI, $HRB +2 more
The full updated portfolio ๐
https://fundfollower.xyz/institution/himalaya-capital-management
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.