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SEATTLE, WA · CIK 0001709323
New positions
5
Added to
2
Trimmed
2
Exited
0
Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $3.20B across 14 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 95.6% of the portfolio.
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 |
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