Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $1.31B

Positions: 4

Period: 2020-09-30

Filed: 2020-11-16

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

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Himalaya Capital Management LLC Q3 2020 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $1.31B across 4 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$538.94M·META$348.59M·BAC$297.73M·GOOG$126.24M

Holdings Heatmap

MU41.1% · $538.94M+15.8%META26.6% · $348.59M+118.6%BAC22.7% · $297.73M GOOG9.6%

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$538.94M	11,476,523	41.09%	+15.8%
2	METAFACEBOOK INC	$348.59M	1,331,000	26.58%	+118.6%
3	BACBK OF AMERICA CORP	$297.73M	12,358,987	22.70%	-
4	GOOGALPHABET INC	$126.24M	85,900	9.63%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
MUMICRON TECHNOLOGY INC	$538.94M	11,476,523	+1.57M	+15.8%
METAFACEBOOK INC	$348.59M	1,331,000	+722.1K	+118.6%

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