Himalaya Capital Management LLC
CIK 1709323
13F filing for Q2 2026・No. 1,125
- Holdings
- US$3.7B
- Quarter change
- +US$501.69M
- Entries
- 8
- Net bought (estimate)
- +US$168.36M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 6
- Cut 0
- Added 2
- Corporate actions 0
- Unchanged 6
Largest holdings
8 stocks worth US$3.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Unchanged | 2,543,300 | US$908.9M | 24.55% |
| GOOGALPHABET INCCAP STK CL C | Unchanged | 2,451,300 | US$866.12M | 23.39% |
| PDDPDD HOLDINGS INCSPON ADS | Added | 10,761,119 | US$820.86M | 22.17% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 1,108,318 | US$554.59M | 14.98% |
| EWBCEAST WEST BANCORP INCCOM | Unchanged | 2,776,351 | US$358.4M | 9.68% |
| CROXCROCS INCCOM | Unchanged | 887,093 | US$107.02M | 2.89% |
| TMETENCENT MUSIC ENTERTAINMSPON ADS | Unchanged | 6,590,836 | US$55.03M | 1.49% |
| AAPLAppleCOM | Unchanged | 110,600 | US$32M | 0.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.