Fund · Li Lu

Himalaya Capital

Munger's chosen investor. A few names, very long holds.

Copying every 13F the day after it was filed returned 15.1% a year, against 14.9% for SPY over the same 9.4 years and 35 quarters, since Jun 2017. Clone score 54 of 100: Coin flip.

ManagerLi Lu
Clone score54 / 100
VerdictCoin flip
Copy, a year15.1%
SPY, a year14.9%
Edge, a year+0.2%
Latest quarterQ2 2026
Filed14 Aug 2026
13F value$3.7B
Positions8

Largest holdings

TickerNameWeightValueChange
GOOGLALPHABET INC24.5%$909MHOLD
GOOGALPHABET INC23.4%$866MHOLD
PDDPDD HOLDINGS INC22.2%$821MADD
BRK.BBERKSHIRE HATHAWAY INC DEL15.0%$555MADD
EWBCEAST WEST BANCORP INC9.7%$358MHOLD
CROXCROCS INC2.9%$107MHOLD
TMETENCENT MUSIC ENTERTAINM1.5%$55.0MHOLD
AAPLAPPLE INC0.9%$32.0MHOLD

Latest 13F filings on EDGAR.

All funds · How the score is made