Li Lu
Himalaya Capital
Li Lu's value-focused fund (backed by Charlie Munger).
Portfolio value
~$3.7B
Positions
8
New buys
0
Added
2
Reduced
0
13F snapshot as of Jun 30, 2026 (filed Aug 14, 2026). Long US equities only; changes are vs. the prior quarter.
Not investment advice. CopyCat Trade Tracker is for educational and informational purposes only — it is not research, a recommendation, or a solicitation to buy or sell any security. Past or lagged performance does not indicate future results.
| Holding | % of portfolio | Value | Shares | vs. last Q |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 24.6% | $909M | 2,543,300 | Hold |
| GOOG ALPHABET INC | 23.4% | $866M | 2,451,300 | Hold |
| PDD PDD HOLDINGS INC | 22.2% | $821M | 10,761,119 | Added |
| BRK/B BERKSHIRE HATHAWAY INC DEL | 15.0% | $555M | 1,108,318 | Added |
| EWBC EAST WEST BANCORP INC | 9.7% | $358M | 2,776,351 | Hold |
| CROX CROCS INC | 2.9% | $107M | 887,093 | Hold |
| TME TENCENT MUSIC ENTERTAINM | 1.5% | $55M | 6,590,836 | Hold |
| AAPL APPLE INC | 0.9% | $32M | 110,600 | Hold |