Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $2.05B

Positions: 6

Period: 2021-06-30

Filed: 2021-08-13

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Himalaya Capital Management LLC Q2 2021 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $2.05B across 6 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$975.27M·BAC$509.56M·GOOG$215.29M·META$199.10M·AAPL$104.03M

Holdings Heatmap

MU47.6% · $975.27M BAC24.9% · $509.56M GOOG10.5%META9.7%AAPL5.1%

PDD2.3% · $46.13M

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

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$975.27M	11,476,523	47.59%	-
2	BACBK OF AMERICA CORP	$509.56M	12,358,987	24.86%	-
3	GOOGALPHABET INC	$215.29M	85,900	10.51%	-
4	METAFACEBOOK INC	$199.10M	572,600	9.72%	-
5	AAPLAPPLE INC	$104.03M	759,600	5.08%	-
6	PDDPINDUODUO INC	$46.13M	363,165	2.25%	-

Position Changes

No positions in this category.

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