What Li Lu bought and sold in Q2 2026
In Q2 2026, Li Lu (Himalaya Capital Management) exited 14 (GOOGL, GOOG, PDD).
0New0Added0Trimmed14Exited
Exited (14)
- GOOGLAlphabet Inc-cl Awas 22.8% of book
- GOOGAlphabet Inc-cl Cwas 22.0% of book
- PDDPdd Holdings Incwas 14.7% of book
- BRK/BBerkshire Hathaway Inc-cl Bwas 13.4% of book
- EWBCEast West Bancorp Incwas 9.3% of book
- BACBank OF America Corpwas 4.6% of book
- OXYOccidental Petroleum Corpwas 3.0% of book
- CROXCrocs Incwas 2.3% of book
- TMETencent Music Entertainm-adrwas 1.9% 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
- AAPLApple Incwas 0.9% of book
- MSCIMsci Incwas 0.3% of book
Li Lu's other filings
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.