Stocktoria

Himalaya Capital Management LLC

institutional portfolio · 8 positions · $3.7B · from company filings

8positions
$3.7Breported value
5.4avg Piotroski F (7 scored)
GOOGtop holding · 47.5%

Sector allocation · by reported value

Services 69.5% Finance, Insurance & Real Estate 24.4% Manufacturing 4.6%

Holdings

TickerCompanySharesValue% of portfolio
GOOGAlphabet Inc.4,994,600$1.8B47.5%
PDDPDD Holdings Inc.10,761,119$820.9M22%
BRK-ABERKSHIRE HATHAWAY INC1,108,318$554.6M14.8%
EWBCEAST WEST BANCORP INC2,776,351$358.4M9.6%
CROXCrocs, Inc.887,093$107.0M2.9%
TMETencent Music Entertainment Group6,590,836$55.0M1.5%
AAPLApple Inc.110,600$32.0M0.9%
AAPLApple Inc.110,600$32.0M0.9%

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