Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $2.66B

Positions: 6

Period: 2021-12-31

Filed: 2022-02-15

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

New positions

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Trimmed

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Himalaya Capital Management LLC Q4 2021 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $2.66B across 6 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$1.07B·BAC$648.98M·META$294.71M·BRK/B$268.43M·GOOG$248.56M

2 increased1 exits

Holdings Heatmap

MU40.1% · $1.07B BAC24.4% · $648.98M+18.0%META11.1%+53.0%BRK/B10.1%GOOG9.3%AAPL5.1%

Top 6 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	$1.07B	11,476,523	40.12%	-
2	BACBK OF AMERICA CORP	$648.98M	14,586,987	24.36%	+18.0%
3	METAMETA PLATFORMS INC	$294.71M	876,200	11.06%	+53.0%
4	BRK/BBERKSHIRE HATHAWAY INC	$268.43M	897,749	10.07%	-
5	GOOGALPHABET INC	$248.56M	85,900	9.33%	-
6	AAPLAPPLE INC	$134.88M	759,600	5.06%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BACBK OF AMERICA CORP	$648.98M	14,586,987	+2.23M	+18.0%
METAMETA PLATFORMS INC	$294.71M	876,200	+303.6K	+53.0%

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