Funds › Himalaya Capital Management LLC
Himalaya Capital Management LLC
13F for Q2 2026, filed Aug 14, 2026. 8 positions worth $3.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. Class A | 2.54M | $908.9M | 24.5% | Unchanged | 13F ↗ |
| 2 | GOOG Alphabet Inc. Class C | 2.45M | $866.1M | 23.4% | Unchanged | 13F ↗ |
| 3 | PDD PDD Holdings Inc. · ADR | 10.76M | $820.9M | 22.2% | +134% | 13F ↗ |
| 4 | BRK-B Berkshire Hathaway Inc. Class B | 1.11M | $554.6M | 15.0% | +23.5% | 13F ↗ |
| 5 | EWBC East West Bancorp, Inc. | 2.78M | $358.4M | 9.7% | Unchanged | 13F ↗ |
| 6 | CROX Crocs, Inc. | 887,093 | $107.0M | 2.9% | Unchanged | 13F ↗ |
| 7 | TME Tencent Music Entertainment Group · ADR | 6.59M | $55.0M | 1.5% | Unchanged | 13F ↗ |
| 8 | AAPL Apple Inc. | 110,600 | $32.0M | 0.9% | Unchanged | 13F ↗ |
Changes since Q1 2026
0 new, 2 added to, 0 trimmed, 6 exited, 6 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (2)
Trimmed (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 13F-HR | 8 | $3.7B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 14 | $3.2B | Current | SEC ↗ |
| Q4 2025 | Feb 19, 2026 | 13F-HR/A (restatement) | 9 | $3.6B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 9 | $3.6B | Replaced | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 9 | $3.2B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 9 | $2.7B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 8 | $2.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer