Himalaya Capital (Li Lu)

A value investor Charlie Munger chose to manage part of his family's money.

What Li Lu held at Q2 2026: 8 positions, the largest GOOGL +24.5 %, GOOG +23.4 %, PDD +22.2 %, BRK-B +15.0 %, EWBC +9.7 %. Changes against the quarter before.

• GOOGL – +24.5 %
• GOOG – +23.4 %
• PDD – +22.2 %
• BRK-B – +15.0 %
• EWBC – +9.7 %
• CROX – +2.9 %
• TME – +1.5 %
• AAPL – +0.9 %