We break down the stocks Li Lu (Himalaya Capital) bought, sold, and held in Q1 2024, including their holdings at the end of the quarter. All data sourced from Himalaya Capital's 13F filed on May 15, 2024.
Who are Li Lu and Himalaya Capital?
Himalaya Capital Management is an investment firm founded in 1997 by Li Lu, a Tiananmen Square protest leader who became a renowned value investor and protégé of Charlie Munger. The firm embraces the value investment principles of Benjamin Graham, Warren Buffett, and Charles Munger, seeking superior returns through long-term ownership of high-quality companies with substantial economic moats. Li's disciplined approach focuses on businesses with enduring competitive advantages, growth potential, and trustworthy management teams, primarily in the U.S. and China.
Portfolio Changes in Q1 2024
New positions
Himalaya Capital did not initiate any new positions during Q1 2024.
Bought
Himalaya Capital did not add to any existing positions during the quarter, maintaining identical share counts across all holdings.
Sold
Himalaya Capital did not trim any existing positions during Q1 2024, with the portfolio remaining unchanged in terms of share quantities. The firm held steady positions in Bank of America (BAC), Alphabet (GOOG), Alphabet (GOOGL), Berkshire Hathaway (BRK-B), East West Bancorp (EWBC), and Apple (AAPL).
Holdings at the end of Q1 2024
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| BAC | Bank of America | 30.3% | $685.64M | |
| GOOG | Alphabet | 20.5% | $463.48M | |
| GOOGL | Alphabet | 17.0% | $383.86M | |
| BRK-B | Berkshire Hathaway | 16.7% | $377.52M | |
| EWBC | East West Bancorp | 9.7% | $219.64M | |
| AAPL | Apple | 5.8% | $130.26M |
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