Himalaya Capital was established by Li Lu, a financial backer, and money manager. He was brought into the world in China but presently lives in the United States. There were bits of hearsay that Li Lu would assume control over Warren Buffett’s situation at Berkshire Hathaway when Buffett resigns, yet Li Lu pulled out his name from thought for the situation in 2010. This is a mini Li Lu stock portfolio.
Portfolio Period: Q1 – 13F Filing of 2023
Li Lu Portfolio Value: $2.03 Billion
Li Lu Stock Holdings Portfolio
| Stock | % Portfolio | Value | Shares | % Change |
|---|---|---|---|---|
| BAC - Bank of America Corp. | 25.36 | $517,120,000 | 18,081,133 | Add 23.95% |
| MU - Micron Technology Inc. | 20.2 | $411,886,000 | 6,826,079 | Reduce 40.52% |
| GOOG - Alphabet Inc. CL C | 15.52 | $316,576,000 | 3,044,000 | |
| BRK.B - Berkshire Hathaway CL B | 13.59 | $277,198,000 | 897,749 | |
| GOOGL - Alphabet Inc. | 12.94 | $263,817,000 | 2,543,300 | |
| EWBC - East West Bancorp | 6.25 | $127,445,000 | 2,296,300 | Buy |
| AAPL - Apple Inc. | 6.14 | $125,258,000 | 759,600 |
Read More: Charlie Munger Portfolio
Li Lu’s 13F Filing:
Li Lu’s 13F Filing for Q1 2023 included $2,147,971,000 in oversaw 13F protections and a main ten possessions convergence of 100.0 percent. Micron Technology, Inc. is Himalaya Capital Management’s largest Li Lu’s holdings, with 11,476,523 shares held. There are at least 16 13F filings by Whalewisdom.
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