Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $1.93B

Positions: 6

Period: 2022-12-31

Filed: 2023-02-14

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

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Himalaya Capital Management LLC Q4 2022 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $1.93B across 6 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$573.60M·BAC$483.12M·BRK/B$277.31M·GOOG$270.09M·GOOGL$224.40M

Holdings Heatmap

MU29.8% · $573.60M BAC25.1% · $483.12M BRK/B14.4%GOOG14.0%GOOGL11.6%+168.3%AAPL5.1%

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$573.60M	11,476,523	29.76%	-
2	BACBK OF AMERICA CORP	$483.12M	14,586,987	25.07%	-
3	BRK/BBERKSHIRE HATHAWAY INC DEL	$277.31M	897,749	14.39%	-
4	GOOGALPHABET INC	$270.09M	3,044,000	14.01%	-
5	GOOGLALPHABET INC	$224.40M	2,543,300	11.64%	+168.3%
6	AAPLAPPLE INC	$98.69M	759,600	5.12%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
GOOGLALPHABET INC	$224.40M	2,543,300	+1.60M	+168.3%

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