Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $2.04B

Positions: 7

Period: 2023-03-31

Filed: 2023-05-16

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 Q1 2023 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $2.04B across 7 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BAC$517.12M·MU$411.89M·GOOG$316.58M·BRK/B$277.20M·GOOGL$263.82M

+1 new1 increased1 reduced

Holdings Heatmap

BAC25.4% · $517.12M+24.0%MU20.2% · $411.89M-40.5%GOOG15.5% · $316.58M BRK/B13.6%GOOGL12.9%EWBC6.2%New

AAPL6.1% · $125.26M

Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

EWBC

EAST WEST BANCORP INC

Largest Adds1

Largest Reductions1

MICRON TECHNOLOGY INC

$411.89M

-40.5%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BACBK OF AMERICA CORP	$517.12M	18,081,133	25.36%	+24.0%
2	MUMICRON TECHNOLOGY INC	$411.89M	6,826,079	20.20%	-40.5%
3	GOOGALPHABET INC	$316.58M	3,044,000	15.52%	-
4	BRK/BBERKSHIRE HATHAWAY INC DEL	$277.20M	897,749	13.59%	-
5	GOOGLALPHABET INC	$263.82M	2,543,300	12.94%	-
6	EWBCEAST WEST BANCORP INC	$127.44M	2,296,300	6.25%	New
7	AAPLAPPLE INC	$125.26M	759,600	6.14%	-

Position Changes

Stock	Value	Shares
EWBCEAST WEST BANCORP INC	$127.44M	2,296,300

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