L
Li Lu
Himalaya Capital Management LLC · Holdings as of Sep 30, 2023, filed by Nov 15, 2023 · US long stock positions only
Charlie Munger's favorite manager. A handful of names
Reported value?Total value of the US long stock positions in the latest SEC filing. Not the fund's full size: cash, shorts, bonds and foreign listings never appear in these filings.
$2B
6 positions shown
Copycat since 2016?What $1 became if you bought this exact filed book at every filing deadline since 2016 and rebalanced quarterly. Price returns, dividends excluded. A copy of public filings, not the fund's actual performance.
1.63x
5% per year
vs SPY?The same $1 in SPY over the same window. Ahead means copying the filings beat the market; behind means the boring index won.
behind
SPY 3.57x same window
Top position?Largest holding by reported value and its share of the filed book.
BAC
27% of book
Copying these filings vs SPY?Each line is $1 buying the filed book at every quarterly deadline. Hover for values at any quarter. Dividends excluded on both lines.
$1 at every deadline since 2016
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
The book
tile = share of the filed book · tap a tile for the ticker · Sep 2023
| Symbol | Value | % of book | vs prior quarter |
|---|
| BAC |
$495M |
27% |
unchanged |
| GOOG |
$401M |
22% |
unchanged |
| GOOGL |
$333M |
18% |
unchanged |
| BRK.B |
$314M |
17% |
unchanged |
| EWBC |
$146M |
8% |
unchanged |
| AAPL |
$130M |
7% |
unchanged |
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.