Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $1.82B

Positions: 6

Period: 2020-12-31

Filed: 2021-02-16

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

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Trimmed

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Himalaya Capital Management LLC Q4 2020 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $1.82B across 6 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$862.80M·BAC$374.60M·META$262.32M·GOOG$150.49M·AAPL$100.79M

+2 new1 reduced

Holdings Heatmap

MU47.5% · $862.80M BAC20.6% · $374.60M META14.4%-27.9%GOOG8.3%AAPL5.6%New

PDD3.6% · $64.52MNew

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$862.80M	11,476,523	47.52%	-
2	BACBK OF AMERICA CORP	$374.60M	12,358,987	20.63%	-
3	METAFACEBOOK INC	$262.32M	960,300	14.45%	-27.9%
4	GOOGALPHABET INC	$150.49M	85,900	8.29%	-
5	AAPLAPPLE INC	$100.79M	759,600	5.55%	New
6	PDDPINDUODUO INC	$64.52M	363,165	3.55%	New

Position Changes

Stock	Value	Shares
AAPLAPPLE INC	$100.79M	759,600
PDDPINDUODUO INC	$64.52M	363,165

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