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SEATTLE, WA · CIK 0001709323
Portfolio Value
$3.20B
Positions
15
New
5
Increased
2
Decreased
2
Sold Out
3
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 15 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | $731.35M | 22.85% | +3.8% |
| 2 | GOOGALPHABET INC | $703.18M | 21.97% | -3.6% |
| 3 | PDDPDD HOLDINGS INC | $470.85M | 14.71% | - |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | $430.20M | 13.44% | - |
| 5 | EWBCEAST WEST BANCORP INC | $296.40M | 9.26% | - |
| 6 | BACBK OF AMERICA CORP | $146.15M | 4.57% | -71.3% |
| 7 | OXYOCCIDENTAL PETE CORP | $95.32M | 2.98% | - |
| 8 | CROXCROCS INC | $73.65M | 2.30% | +41.2% |
| 9 | XHLDTENCENT MUSIC ENTMT GROUP | $61.16M | 1.91% | New |
| 10 | SPGIS&P GLOBAL INC | $51.66M | 1.61% | New |
| Stock | Value | Shares |
|---|---|---|
| XHLDTENCENT MUSIC ENTMT GROUP | $61.16M | 6,590,836 |
| SPGIS&P GLOBAL INC | $51.66M | 121,463 |
| HRBBLOCK H & R INC | $51.64M | 1,626,906 |
| MCOMOODYS CORP | $51.38M | 117,784 |
| MSCIMSCI INC | $10.21M | 18,939 |
As of Q1 2026, Himalaya Capital Management LLC reported a portfolio value of $3.20B across 15 positions in their 13F filing.
Himalaya Capital Management LLC's largest holding is GOOGL with a position worth $731.35M. Their top holdings include GOOGL, GOOG, PDD, BRK/B, EWBC.
In Q1 2026, Himalaya Capital Management LLC made the following changes to their portfolio: 5 new positions, 3 positions sold out, 2 positions increased, 2 positions reduced.
Himalaya Capital Management LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Himalaya Capital Management LLC files new 13F holdings.