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
Occidental Petroleum CorpOXY$76M1.5M sharesTrimQ3 2024 13F$17M$57.06$53.77
Bank of America CorpBAC$717M18.1M sharesTrimQ3 2024 13F$2M$40.08$61.59
Bank of America CorpBAC$719M18.1M sharesAddQ2 2024 13F$718M$38.32$61.59
Alphabet Cl CGOOG$558M3M sharesAddQ2 2024 13F$558M$170.10$370.21
Alphabet Cl AGOOGL$462.9MAddQ2 2024 13F$463M$168.57$370.92
Berkshire Hathaway Inc.BRK-B$365M897.7k sharesAddQ2 2024 13F$365M$408.62$493.12
East West Bancorp IncEWBC$203.1MAddQ2 2024 13F$203M--$134.04
Apple IncAAPL$159.9MAddQ2 2024 13F$160M$186.49$327.50
Occidental Petroleum CorpOXY$92M1.5M sharesOtherQ2 2024 13F$92M$64.13$53.77
Bank of America CorpBAC$686k18.1M sharesAddQ1 2024 13F$77k$34.33$61.59
Berkshire Hathaway Inc.BRK-B$378k897.7k sharesAddQ1 2024 13F$57k$393.34$493.12
Alphabet Cl CGOOG$463k3M sharesAddQ1 2024 13F$34k$144.34$370.21
Alphabet Cl AGOOGL$28.6KAddQ1 2024 13F$29k$143.05$370.92
East West Bancorp IncEWBC$19.9KAddQ1 2024 13F$20k--$134.04
Apple IncAAPL$-16.0KTrimQ1 2024 13F$16k$181.83$327.50
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$113.7KAddQ4 2023 13F$114k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$200k2.8M sharesAddQ4 2023 13F$53k$0.0719--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$27.6KAddQ4 2023 13F$28k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$355k2.5M sharesAddQ4 2023 13F$22k$0.1397--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$16.2KAddQ4 2023 13F$16k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$5.7KAddQ4 2023 13F$5.7k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$33.1KAddQ3 2023 13F$33k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$333k2.5M sharesAddQ3 2023 13F$28k$0.1309--
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-23.7KTrimQ3 2023 13F$24k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-17.3KTrimQ3 2023 13F$17k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$8.3KAddQ3 2023 13F$8.3k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$146k2.8M sharesTrimQ3 2023 13F$222$0.0527--
Li Lu (Himalaya Capital) exit Unmapped 13F securityPORTFOLIO$-411.9KExitQ2 2023 13F$412k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$51.7KAddQ2 2023 13F$52k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$304k2.5M sharesAddQ2 2023 13F$41k$0.1197--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$28.9KAddQ2 2023 13F$29k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$22.1KAddQ2 2023 13F$22k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$147k2.8M sharesAddQ2 2023 13F$19k$0.0528--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$1.6KAddQ2 2023 13F$1.6k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$412k6.8M sharesTrimQ1 2023 13F$162k$0.0603--
Li Lu (Himalaya Capital) other Unmapped 13F securityPORTFOLIO$127k2.3M sharesOtherQ1 2023 13F$127k$0.0555--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$46.5KAddQ1 2023 13F$46k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$264k2.5M sharesAddQ1 2023 13F$39k$0.1037--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$34.0KAddQ1 2023 13F$34k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$26.6KAddQ1 2023 13F$27k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-117TrimQ1 2023 13F$117----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$224k2.5M sharesAddQ4 2022 13F$134k$0.0882--
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$42.6KAddQ4 2022 13F$43k----
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$37.6KAddQ4 2022 13F$38k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-22.6KTrimQ4 2022 13F$23k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-6.3KTrimQ4 2022 13F$6.3k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$574k11.5M sharesTrimQ4 2022 13F$1.4k$0.05--
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$575k11.5M sharesTrimQ3 2022 13F$59k$0.0501--
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-40.2KTrimQ3 2022 13F$40k----
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$-13.6KTrimQ3 2022 13F$14k----
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