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SEATTLE, WA · CIK 0001709323
New positions
5
Added to
2
Trimmed
2
Exited
0
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 14 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 | TMETENCENT MUSIC ENTMT GROUP | $61.16M | 1.91% | New |
| 10 | SPGIS&P GLOBAL INC | $51.66M | 1.61% | New |
| Stock | Value | Shares |
|---|---|---|
| TMETENCENT 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 14 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, 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.
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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.