Himalaya Capital Management LLC Q4 2025 13F Holdings & Portfolio | SmartMoneyDB

Himalaya Capital Management LLC

SEATTLE, WA · CIK 0001709323

Portfolio Value: $3.57B

Positions: 9

Period: 2025-12-31

Filed: 2026-02-17

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

Portfolio Value

$3.57B

Positions

New

Increased

Decreased

Sold Out

Himalaya Capital Management LLC Q4 2025 13F Filing Summary

Himalaya Capital Management LLC (SEATTLE, WA) reported a portfolio value of $3.57B across 9 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: GOOG$796.05M·GOOGL$769.22M·BAC$573.73M·PDD$522.50M·BRK/B$451.25M

+1 new1 increased1 reduced1 exits

Holdings Heatmap

GOOG22.3% · $796.05M+3.8%GOOGL21.6% · $769.22M-3.6%BAC16.1% · $573.73M PDD14.6% · $522.50M BRK/B12.6%EWBC8.7%

OXY1.7% · $60.30M CROX1.5% · $53.72MNew AAPL0.8% · $30.07M

Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds1

Largest Reductions1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	GOOGALPHABET INC	$796.05M	2,543,300	22.31%	+3.8%
2	GOOGLALPHABET INC	$769.22M	2,451,300	21.55%	-3.6%
3	BACBK OF AMERICA CORP	$573.73M	10,431,387	16.08%	-
4	PDDPDD HOLDINGS INC	$522.50M	4,608,000	14.64%	-
5	BRK/BBERKSHIRE HATHAWAY INC DEL	$451.25M	897,749	12.64%	-
6	EWBCEAST WEST BANCORP INC	$312.03M	2,776,351	8.74%	-
7	OXYOCCIDENTAL PETE CORP	$60.30M	1,466,500	1.69%	-
8	CROXCROCS INC	$53.72M	628,159	1.51%	New
9	AAPLAPPLE INC	$30.07M	110,600	0.84%	-

Position Changes

Stock	Value	Shares
CROXCROCS INC	$53.72M	628,159

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