Himalaya Capital (Li Lu) 13F: Q2 2026 Holdings and Changes | Manifest

Himalaya Capital

13F Holdings · CIK 1709323 · filed 2026-08-14

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New Positions

0

0% of current holdings

Exited

6

43% of prior holdings

Increased

2

14% of prior holdings

Decreased

0

0% of prior holdings

Total holdings: 14 → 8

Show unchanged positions

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8 positions

					Shares				Value ($)

Exited	Long	BK OF AMERICA CORP	060505104	COM	2,997,987	—	−2,997,987	−100.0%	$146.2M	—	−$146.2M	−100.0%
Exited	Long	BLOCK H & R INC	093671105	COM	1,626,906	—	−1,626,906	−100.0%	$51.6M	—	−$51.6M	−100.0%
Exited	Long	MOODYS CORP	615369105	COM	117,784	—	−117,784	−100.0%	$51.4M	—	−$51.4M	−100.0%
Exited	Long	MSCI INC	55354G100	COM	18,939	—	−18,939	−100.0%	$10.2M	—	−$10.2M	−100.0%
Exited	Long	OCCIDENTAL PETE CORP	674599105	COM	1,466,500	—	−1,466,500	−100.0%	$95.3M	—	−$95.3M	−100.0%
Exited	Long	S&P GLOBAL INC	78409V104	COM	121,463	—	−121,463	−100.0%	$51.7M	—	−$51.7M	−100.0%
Increased	Long	BERKSHIRE HATHAWAY INC DEL	084670702	CL B NEW	897,749	1,108,318	+210,569	+23.5%	$430.2M	$554.6M	+$124.4M	+28.9%
Increased	Long	PDD HOLDINGS INC	722304102	SPON ADS	4,608,000	10,761,119	+6,153,119	+133.5%	$470.8M	$820.9M	+$350.0M	+74.3%