§ 13F · FUND PROFILE
Himalaya Capital Management LLC.
AUM · $3.7B (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2.54M | $909M | 24.5% | ±0% |
| 2 | GOOG | ALPHABET INC | 2.45M | $866M | 23.4% | ±0% |
| 3 | PDD | PDD HOLDINGS INC | 10.76M | $821M | 22.2% | +134% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.11M | $555M | 15.0% | +23% |
| 5 | EWBC | EAST WEST BANCORP INC | 2.78M | $358M | 9.7% | ±0% |
| 6 | CROX | CROCS INC | 887K | $107M | 2.9% | ±0% |
| 7 | TME | TENCENT MUSIC ENTERTAINM | 6.59M | $55M | 1.5% | ±0% |
| 8 | AAPL | APPLE INC | 111K | $32M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIMALAYA SIGNAL
AC read
Himalaya Capital Management LLC is a Other fund managing $3.7 billion in assets. The fund runs a focused portfolio of just 8 positions.
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