Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $3.23B

Positions: 9

Period: 2025-09-30

Filed: 2025-11-12

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

Himalaya Capital Management LLC Q3 2025 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $3.23B across 9 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: GOOGL$618.28M·PDD$609.04M·GOOG$597.01M·BAC$538.16M·BRK/B$451.33M

Holdings Heatmap

GOOGL19.1% · $618.28M PDD18.9% · $609.04M GOOG18.5% · $597.01M BAC16.7% · $538.16M BRK/B14.0%EWBC9.1%

OXY2.1% · $69.29M AAPL0.9% · $28.16M SOC0.7% · $23.45M

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

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	GOOGLALPHABET INC	$618.28M	2,543,300	19.14%	-
2	PDDPDD HOLDINGS INC	$609.04M	4,608,000	18.85%	-
3	GOOGALPHABET INC	$597.01M	2,451,300	18.48%	-
4	BACBK OF AMERICA CORP	$538.16M	10,431,387	16.66%	-
5	BRK/BBERKSHIRE HATHAWAY INC DEL	$451.33M	897,749	13.97%	-
6	EWBCEAST WEST BANCORP INC	$295.54M	2,776,351	9.15%	-
7	OXYOCCIDENTAL PETE CORP	$69.29M	1,466,500	2.15%	-
8	AAPLAPPLE INC	$28.16M	110,600	0.87%	-
9	SOCSABLE OFFSHORE CORP	$23.45M	1,343,000	0.73%	-

Position Changes

No positions in this category.

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