Li Lu: Stock Portfolio, Performance and Latest Trades
Himalaya Capital Management
13F portfolio value
$3.7B
8 holdings at Q2 2026
Li Lu's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
Alphabet Inc.GOOGL | 24.5% | $103.50 | +237% | $348.29 | No change |
Alphabet Inc.GOOG | 23.4% | $89.55 | +285% | $344.86 | No change |
| 22.2% | $97.75 | −19.9% | $78.26 | Added +134% | |
| 15.0% | $318.84 | +60.3% | $511.05 | Added +23% | |
| 9.68% | $65.86 | +91.7% | $126.25 | No change | |
Crocs Inc.CROX | 2.89% | $84.23 | +38.7% | $116.84 | No change |
| 1.49% | $14.78 | −46.1% | $7.96 | No change | |
Apple Inc.AAPL | 0.86% | $120.28 | +183% | $340.42 | No change |
Li Lu's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| Added +134% | +6,153,119 | $820.9M | |
| Sold out | −2,997,987 | — | |
| Added +23% | +210,569 | $554.6M | |
| Sold out | −1,466,500 | — | |
S&P Global Inc.SPGI | Sold out | −121,463 | — |
| Sold out | −1,626,906 | — | |
| Sold out | −117,784 | — | |
MSCI Inc.MSCI | Sold out | −18,939 | — |
Li Lu's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Communication Services | 49% |
| Financials | 25% |
| Industrials | 22% |
| Materials | 2.9% |
| Technology | 0.9% |
Portfolio performance: Li Lu vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +87.1% | +13.4% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 91% of the portfolio value on average; the rest is left out of the return.
Li Lu's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2016.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 3 | 4 | |
| 3 | 3 | |
Alphabet Inc.GOOGL | 4 | 1 |
| 3 | 2 | |
| 3 | 1 | |
| 2 | 2 | |
Apple Inc.AAPL | 1 | 2 |
| 1 | 2 | |
| 1 | 1 | |
| 1 | 1 | |
| 2 | 0 | |
S&P Global Inc.SPGI | 1 | 1 |
| 1 | 1 | |
MSCI Inc.MSCI | 1 | 1 |
Crocs Inc.CROX | 2 | 0 |