Concentrated ValueAs of 2026-06-30
Li Lu
Himalaya Capital Management LLC
A concentrated value investor from China. Known as the only external manager to whom Charlie Munger directly entrusted capital, investing in Asian and U.S. markets through Himalaya Capital.
$3.70BAUM
7Holdings
2026-06-30 Summary
1개 종목 추가 매수 (PDD) · Top holding: GOOGL 24.5%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준Holdings
7 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  GOOGLALPHABET INC | 24.55% | 2,543,300 | $908.90M | +0.00% | No Change |
| 2 |  GOOGALPHABET INC | 23.39% | 2,451,300 | $866.12M | +0.00% | No Change |
| 3 |  PDDPDD HOLDINGS INC | 22.17% | 10,761,119 | $820.86M | +133.53% | Added |
| 4 |  EWBCEAST WEST BANCORP INC | 9.68% | 2,776,351 | $358.40M | +0.00% | No Change |
| 5 |  CROXCROCS INC | 2.89% | 887,093 | $107.02M | +0.00% | No Change |
| 6 |  TMETENCENT MUSIC ENTERTAINM | 1.49% | 6,590,836 | $55.03M | +0.00% | No Change |
| 7 |  AAPLAPPLE INC | 0.86% | 110,600 | $32.00M | +0.00% | No Change |
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