Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Himalaya Capital Management LLC (CIK 1709323) reported $3.20B across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($731.4M, 22.85%), GOOG ($703.2M, 21.97%), PDD ($470.8M, 14.71%), BRK/B ($430.2M, 13.44%), EWBC ($296.4M, 9.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $731.4M | 22.85% | 2.5M | Hold |
| 2 | GOOG | ALPHABET INC | $703.2M | 21.97% | 2.5M | Hold |
| 3 | PDD | PDD HOLDINGS INC | $470.8M | 14.71% | 4.6M | Hold |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $430.2M | 13.44% | 897,749 | Hold |
| 5 | EWBC | EAST WEST BANCORP INC | $296.4M | 9.26% | 2.8M | Hold |
| 6 | BAC | BK OF AMERICA CORP | $146.2M | 4.57% | 3.0M | Trimmed |
| 7 | OXY | OCCIDENTAL PETE CORP | $95.3M | 2.98% | 1.5M | Hold |
| 8 | CROX | CROCS INC | $73.6M | 2.30% | 887,093 | Added |
| 9 | TME | TENCENT MUSIC ENTMT GROUP | $61.2M | 1.91% | 6.6M | New |
| 10 | HRB | BLOCK H & R INC | $51.6M | 1.61% | 1.6M | New |
| 11 | MCO | MOODYS CORP | $51.4M | 1.61% | 117,784 | New |
| 12 | SPGI | S&P GLOBAL INC | $51.7M | 1.61% | 121,463 | New |
| 13 | AAPL | APPLE INC | $28.1M | 0.88% | 110,600 | Hold |
| 14 | MSCI | MSCI INC | $10.2M | 0.32% | 18,939 | New |
Source: SEC Form 13F filings · as of 2026-03-31