Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $2.69B

Positions: 9

Period: 2025-06-30

Filed: 2025-08-14

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

New positions

Added to

Trimmed

Exited

Himalaya Capital Management LLC Q2 2025 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $2.69B across 9 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BAC$493.61M·PDD$482.27M·GOOGL$448.21M·BRK/B$436.10M·GOOG$434.84M

+1 new1 reduced

Holdings Heatmap

BAC18.4% · $493.61M-24.7%PDD17.9% · $482.27MNew GOOGL16.7% · $448.21M BRK/B16.2% · $436.10M GOOG16.2% · $434.84M EWBC10.4%

OXY2.3% · $61.61M SOC1.1% · $29.52M AAPL0.8% · $22.69M

Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BACBK OF AMERICA CORP	$493.61M	10,431,387	18.36%	-24.7%
2	PDDPDD HOLDINGS INC	$482.27M	4,608,000	17.93%	New
3	GOOGLALPHABET INC	$448.21M	2,543,300	16.67%	-
4	BRK/BBERKSHIRE HATHAWAY INC DEL	$436.10M	897,749	16.22%	-
5	GOOGALPHABET INC	$434.84M	2,451,300	16.17%	-
6	EWBCEAST WEST BANCORP INC	$280.36M	2,776,351	10.43%	-
7	OXYOCCIDENTAL PETE CORP	$61.61M	1,466,500	2.29%	-
8	SOCSABLE OFFSHORE CORP	$29.52M	1,343,000	1.10%	-
9	AAPLAPPLE INC	$22.69M	110,600	0.84%	-

Position Changes

Stock	Value	Shares
PDDPDD HOLDINGS INC	$482.27M	4,608,000

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