Li Lu

Himalaya Capital

Li Lu is a Chinese-American value investor and philanthropist, recognized for founding Himalaya Capital, an investment management firm based in Seattle. Known for his leadership during the 1989 Tiananmen Square protests, Lu has been dubbed the "Chinese Warren Buffett" for his investment philosophy that emphasizes value investing, particularly in Asian markets, with a strong focus on China. In addition to his role at Himalaya Capital, he co-founded The Asian American Foundation in 2021, where he serves as chairman. Himalaya Capital employs a value investing strategy, concentrating on identifying undervalued companies primarily in Asia. The firm has built a notable track record through its disciplined investment approach, focusing on long-term growth potential rather than short-term market fluctuations. Since its inception, Himalaya Capital has made significant investments across various sectors, including financial services, technology, and communication services. Li Lu's disclosed trading record reflects a dynamic investment strategy, with a total of 199 disclosures recorded from June 14, 2017, to May 15, 2026. The firm has shown a pattern of increasing positions, with 99 increases, alongside 68 reductions and 10 exits. Notably, the largest disclosed move involved adding $718.4 million to Bank of America Corp (BAC) on August 14, 2024, highlighting the firm's active management style and focus on significant opportunities.

Latest Trades

CompanyValueActionChangePriceLast Price
Bank of America CorpBAC$146M3M sharesTrimQ1 2026 13F$428M$51.60$61.59
Alphabet Cl CGOOG$703M2.5M sharesTrimQ1 2026 13F$66M$314.16$370.21
Alphabet Cl AGOOGL$731M2.5M sharesTrimQ1 2026 13F$65M$314.21$370.92
Tencent Music Entertainment GroupTME$61M6.6M sharesOtherQ1 2026 13F$61M$9.28$8.86
S&P Global IncSPGI$52M121.5k sharesOtherQ1 2026 13F$52M$427.37$445.09
PDD Holdings Inc.PDD$471M4.6M sharesTrimQ1 2026 13F$52M$102.20$86.31
H&R Block, Inc.HRB$52M1.6M sharesOtherQ1 2026 13F$52M$31.74$41.85
Moody's CorporationMCO$51M117.8k sharesOtherQ1 2026 13F$51M$473.05$519.02
Occidental Petroleum CorpOXY$95M1.5M sharesAddQ1 2026 13F$35M$50.29$53.77
Berkshire Hathaway Inc.BRK-B$430M897.7k sharesTrimQ1 2026 13F$21M$490.90$493.12
Crocs, Inc.CROX$74M887.1k sharesAddQ1 2026 13F$20M$83.02$138.91
East West Bancorp IncEWBC$296M2.8M sharesTrimQ1 2026 13F$16M$110.87$134.04
MSCI IncMSCI$10M18.9k sharesOtherQ1 2026 13F$10M$547.06$628.91
Apple IncAAPL$28M110.6k sharesTrimQ1 2026 13F$2M$260.25$327.50