本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Himalaya Capital Management LLC (CIK 1709323) reported $3.70B across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($908.9M, 24.55%), GOOG ($866.1M, 23.39%), PDD ($820.9M, 22.17%), BRKB ($554.6M, 14.98%), EWBC ($358.4M, 9.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $908.9M | 24.55% | 2.5M | Hold |
| 2 | GOOG | ALPHABET INC | $866.1M | 23.39% | 2.5M | Hold |
| 3 | PDD | PDD HOLDINGS INC | $820.9M | 22.17% | 10.8M | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $554.6M | 14.98% | 1.1M | Added |
| 5 | EWBC | EAST WEST BANCORP INC | $358.4M | 9.68% | 2.8M | Hold |
| 6 | CROX | CROCS INC | $107.0M | 2.89% | 887,093 | Hold |
| 7 | TME | TENCENT MUSIC ENTERTAINM | $55.0M | 1.49% | 6.6M | Hold |
| 8 | AAPL | APPLE INC | $32.0M | 0.86% | 110,600 | Hold |
| 9 | BAC | BK OF AMERICA CORP | $0 | 0.00% | 0 | Exited |
| 10 | HRB | BLOCK H & R INC | $0 | 0.00% | 0 | Exited |
| 11 | MCO | MOODYS CORP | $0 | 0.00% | 0 | Exited |
| 12 | MSCI | MSCI INC | $0 | 0.00% | 0 | Exited |
| 13 | OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | Exited |
| 14 | SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30