Stocktoria

Himalaya Capital Management LLC

institutional portfolio · 7 positions · $3.7B · from company filings

7positions
$3.7Breported value
4.8avg Piotroski F (6 scored)
GOOGtop holding · 47.9%

Sector allocation · by reported value

Services 70.1% Finance, Insurance & Real Estate 24.7% Manufacturing 3.8%

Holdings

TickerCompanySharesValue% of portfolio
GOOGAlphabet Inc.4,994,600$1.8B47.9%
PDDPDD Holdings Inc.10,761,119$820.9M22.2%
BRK-ABERKSHIRE HATHAWAY INC1,108,318$554.6M15%
EWBCEAST WEST BANCORP INC2,776,351$358.4M9.7%
CROXCrocs, Inc.887,093$107.0M2.9%
TMETencent Music Entertainment Group6,590,836$55.0M1.5%
AAPLApple Inc.110,600$32.0M0.9%

Holdings are long equity positions as last reported; not investment advice.