What did Li Lu buy in Q2 2026?

Li Lu opened 0 new positions and added to 2 existing holdings in the Q2 2026 13F.

What did Li Lu sell in Q2 2026?

Li Lu exited 6 positions (BAC, OXY, SPGI, HRB, MCO) and trimmed 0.

What Li Lu bought and sold in Q2 2026

In Q2 2026, Li Lu (Himalaya Capital Management) added to 2, exited 6 (BAC, OXY, SPGI). The book stood at $3.70B across 8 positions, filed Aug 14, 2026.

0New2Added0Trimmed6Exited

Share𝕏 in

Decision recordHimalaya Capital Management increased PDD by 134%. Was it still actionable?High-conviction increase. Low timing precision. See the lag, evidence, disagreement, and original source →

Added to (2)

PDDPdd Holdings Inc+134% shares · 22.2% · $821M
BRK/BBerkshire Hathaway Inc-cl B+23% shares · 15.0% · $555M

Exited (6)

BACBank OF America Corpwas 4.6% of book
OXYOccidental Petroleum Corpwas 3.0% of book
SPGIS&p Global Incwas 1.6% of book
HRBH&r Block Incwas 1.6% of book
MCOMoody's Corpwas 1.6% of book
MSCIMsci Incwas 0.3% of book

Li Lu's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 2025 changes

Li Lu's full portfolio →The whole cohort in Q2 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.