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.

History Trades

CompanyValueActionChangePriceLast Price
Alphabet Cl AGOOGL$177.8MAddQ4 2025 13F$178M$285.73$370.92
Alphabet Cl CGOOG$769M2.5M sharesAddQ4 2025 13F$172M$286.47$370.21
PDD Holdings Inc.PDD$523M4.6M sharesTrimQ4 2025 13F$87M$124.16$86.31
Crocs, Inc.CROX$53.7MOtherQ4 2025 13F$54M--$138.91
Bank of America CorpBAC$574M10.4M sharesAddQ4 2025 13F$36M$52.86$61.59
Li Lu (Himalaya Capital) exit Unmapped 13F securityPORTFOLIO$-23.4MExitQ4 2025 13F$23M----
East West Bancorp IncEWBC$16.5MAddQ4 2025 13F$16M--$134.04
Occidental Petroleum CorpOXY$60M1.5M sharesTrimQ4 2025 13F$9M$41.73$53.77
Apple IncAAPL$1.9MAddQ4 2025 13F$2M$268.45$327.50
Berkshire Hathaway Inc.BRK-B$451M897.7k sharesTrimQ4 2025 13F$81k$497.53$493.12
Alphabet Cl AGOOGL$170.1MAddQ3 2025 13F$170M$209.46$370.92
Alphabet Cl CGOOG$597M2.5M sharesAddQ3 2025 13F$162M$210.20$370.21
PDD Holdings Inc.PDD$609M4.6M sharesAddQ3 2025 13F$127M$132.17$86.31
Bank of America CorpBAC$538M10.4M sharesAddQ3 2025 13F$45M$48.79$61.59
Berkshire Hathaway Inc.BRK-B$451M897.7k sharesAddQ3 2025 13F$15M$484.36$493.12
East West Bancorp IncEWBC$15.2MAddQ3 2025 13F$15M--$134.04
Occidental Petroleum CorpOXY$69M1.5M sharesAddQ3 2025 13F$8M$45.19$53.77
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$23M1.3M sharesTrimQ3 2025 13F$6M$17.46--
Apple IncAAPL$5.5MAddQ3 2025 13F$5M$225.91$327.50
PDD Holdings Inc.PDD$482M4.6M sharesOtherQ2 2025 13F$482M$104.66$86.31
Bank of America CorpBAC$494M10.4M sharesTrimQ2 2025 13F$84M$42.07$61.59
Alphabet Cl AGOOGL$54.9MAddQ2 2025 13F$55M$163.55$370.92
Alphabet Cl CGOOG$435M2.5M sharesAddQ2 2025 13F$52M$165.11$370.21
Berkshire Hathaway Inc.BRK-B$436M897.7k sharesTrimQ2 2025 13F$42M$508.26$493.12
East West Bancorp IncEWBC$31.2MAddQ2 2025 13F$31M--$134.04
Occidental Petroleum CorpOXY$62M1.5M sharesTrimQ2 2025 13F$11M$41.92$53.77
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$30M1.3M sharesTrimQ2 2025 13F$5M$21.98--
Apple IncAAPL$-1.9MTrimQ2 2025 13F$2M$202.27$327.50
Bank of America CorpBAC$578M13.8M sharesTrimQ1 2025 13F$217M$44.56$61.59
Alphabet Cl CGOOG$383M2.5M sharesTrimQ1 2025 13F$197M$183.12$370.21
Alphabet Cl AGOOGL$-88.2MTrimQ1 2025 13F$88M$181.36$370.92
Berkshire Hathaway Inc.BRK-B$478M897.7k sharesAddQ1 2025 13F$71M$486.15$493.12
Apple IncAAPL$-55.0MTrimQ1 2025 13F$55M$231.67$327.50
East West Bancorp IncEWBC$-16.7MTrimQ1 2025 13F$17M--$134.04
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$34M1.3M sharesAddQ1 2025 13F$3M$25.37--
Occidental Petroleum CorpOXY$72M1.5M sharesTrimQ1 2025 13F$73k$48.82$53.77
Bank of America CorpBAC$795M18.1M sharesAddQ4 2024 13F$77M$44.00$61.59
Alphabet Cl CGOOG$580M3M sharesAddQ4 2024 13F$71M$176.50$370.21
Alphabet Cl AGOOGL$59.6MAddQ4 2024 13F$60M$174.97$370.92
East West Bancorp IncEWBC$36.1MAddQ4 2024 13F$36M--$134.04
Berkshire Hathaway Inc.BRK-B$407M897.7k sharesTrimQ4 2024 13F$6M$461.73$493.12
Apple IncAAPL$5.5MAddQ4 2024 13F$6M$235.68$327.50
Occidental Petroleum CorpOXY$72M1.5M sharesTrimQ4 2024 13F$3M$50.51$53.77
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$31M1.3M sharesTrimQ4 2024 13F$980k$22.90--
Apple IncAAPL$-86.0MTrimQ3 2024 13F$86M$223.32$327.50
Alphabet Cl CGOOG$509M3M sharesTrimQ3 2024 13F$49M$169.25$370.21
Berkshire Hathaway Inc.BRK-B$413M897.7k sharesAddQ3 2024 13F$48M$442.18$493.12
Alphabet Cl AGOOGL$-41.5MTrimQ3 2024 13F$41M$167.74$370.92
Li Lu (Himalaya Capital) other Unmapped 13F securityPORTFOLIO$32M1.3M sharesOtherQ3 2024 13F$32M$23.63--
East West Bancorp IncEWBC$26.4MAddQ3 2024 13F$26M--$134.04
Showing 1-50 of 185