What Li Lu bought and sold in Q1 2026

In Q1 2026, Li Lu (Himalaya Capital Management) opened 5 new positions — including TME (1.9%), SPGI (1.6%), HRB (1.6%), added to 1, trimmed 1. The book stood at $3.20B across 14 positions, filed May 15, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.