Himalaya Capital Management LLC Q2 2023 13F Holdings & Portfolio | SmartMoneyDB

Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $1.79B

Positions: 6

Period: 2023-06-30

Filed: 2023-08-14

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

Portfolio Value

$1.79B

Positions

New

Increased

Decreased

Sold Out

Himalaya Capital Management LLC Q2 2023 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $1.79B across 6 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BAC$518.75M·GOOG$368.23M·BRK/B$306.13M·GOOGL$304.43M·AAPL$147.34M

1 increased1 exits

Holdings Heatmap

BAC29.0% · $518.75M GOOG20.6% · $368.23M BRK/B17.1% · $306.13M GOOGL17.0% · $304.43M AAPL8.2%EWBC8.2%+20.9%

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

Largest Trades This Quarter

Largest Adds1

EWBC

EAST WEST BANCORP INC

$146.56M

+20.9%

Exits1

MICRON TECHNOLOGY INC

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BACBK OF AMERICA CORP	$518.75M	18,081,133	28.96%	-
2	GOOGALPHABET INC	$368.23M	3,044,000	20.56%	-
3	BRK/BBERKSHIRE HATHAWAY INC DEL	$306.13M	897,749	17.09%	-
4	GOOGLALPHABET INC	$304.43M	2,543,300	16.99%	-
5	AAPLAPPLE INC	$147.34M	759,600	8.22%	-
6	EWBCEAST WEST BANCORP INC	$146.56M	2,776,351	8.18%	+20.9%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
EWBCEAST WEST BANCORP INC	$146.56M	2,776,351	+480.1K	+20.9%

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