Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $3.70B

Positions: 8

Period: 2026-06-30

Filed: 2026-08-14

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

New positions

Added to

Trimmed

Exited

Himalaya Capital Management LLC Q2 2026 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $3.70B across 8 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: GOOGL$908.90M·GOOG$866.12M·PDD$820.86M·BRK/B$554.59M·EWBC$358.40M

2 increased6 exits

Holdings Heatmap

GOOGL24.5% · $908.90M GOOG23.4% · $866.12M PDD22.2% · $820.86M+133.5%BRK/B15.0% · $554.59M+23.5%EWBC9.7%CROX2.9%

TME1.5% · $55.03M AAPL0.9% · $32.00M

Top 8 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds2

BERKSHIRE HATHAWAY INC DEL

Exits5

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	GOOGLALPHABET INC	$908.90M	2,543,300	24.55%	-
2	GOOGALPHABET INC	$866.12M	2,451,300	23.39%	-
3	PDDPDD HOLDINGS INC	$820.86M	10,761,119	22.17%	+133.5%
4	BRK/BBERKSHIRE HATHAWAY INC DEL	$554.59M	1,108,318	14.98%	+23.5%
5	EWBCEAST WEST BANCORP INC	$358.40M	2,776,351	9.68%	-
6	CROXCROCS INC	$107.02M	887,093	2.89%	-
7	TMETENCENT MUSIC ENTERTAINM	$55.03M	6,590,836	1.49%	-
8	AAPLAPPLE INC	$32.00M	110,600	0.86%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
PDDPDD HOLDINGS INC	$820.86M	10,761,119	+6.15M	+133.5%
BRK/BBERKSHIRE HATHAWAY INC DEL	$554.59M	1,108,318	+210.6K	+23.5%

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