Stocktoria
Himalaya Capital Management LLC
institutional portfolio · 12 positions · $3.1B · from company filings
Sector allocation · by reported value
Holdings
| Ticker | Company | Shares | Value | % of portfolio |
|---|---|---|---|---|
| GOOG | Alphabet Inc. | 4,994,600 | $1.4B | 45.5% |
| PDD | PDD Holdings Inc. | 4,608,000 | $470.8M | 14.9% |
| BRK-A | BERKSHIRE HATHAWAY INC | 897,749 | $430.2M | 13.7% |
| EWBC | EAST WEST BANCORP INC | 2,776,351 | $296.4M | 9.4% |
| BAC | BANK OF AMERICA CORP /DE/ | 2,997,987 | $146.2M | 4.6% |
| OXY | OCCIDENTAL PETROLEUM CORP /DE/ | 1,466,500 | $95.3M | 3% |
| CROX | Crocs, Inc. | 887,093 | $73.6M | 2.3% |
| TME | Tencent Music Entertainment Group | 6,590,836 | $61.2M | 1.9% |
| SPGI | S&P Global Inc. | 121,463 | $51.7M | 1.6% |
| HRB | H&R BLOCK INC | 1,626,906 | $51.6M | 1.6% |
| AAPL | Apple Inc. | 110,600 | $28.1M | 0.9% |
| MSCI | MSCI Inc. | 18,939 | $10.2M | 0.3% |
Holdings are long equity positions as last reported; not investment advice.