Himalaya Capital Management LLC
Net buyer this quarter
$3.7B
8
+$157M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $909M | 24.55% | 0.02% | Not reported | Q2 2022 |
| GOOG | $866M | 23.39% | Not reported | Not reported | Q2 2020 |
 PDD | $821M | 22.17% | 0.19% | +133.5% | Q4 2020 |
 BRK.B | $555M | 14.98% | Not reported | +23.5% | Q3 2021 |
 EWBC | $358M | 9.68% | 2.03% | Not reported | Q1 2023 |
 CROX | $107M | 2.89% | 1.84% | Not reported | Q4 2025 |
 TME | $55M | 1.49% | 0.21% | Not reported | Q1 2026 |
 AAPL | $32M | 0.86% | 0.00% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| GOOGL | $731M | 22.85% | 0.02% | Not reported | Q2 2022 |
| GOOG | $703M | 21.97% | Not reported | Not reported | Q2 2020 |
| PDD | $471M | 14.71% | 0.08% | Not reported | Q4 2020 |
| BRK.B | $430M | 13.44% | Not reported | Not reported | Q3 2021 |
| EWBC | $296M | 9.26% | 2.02% | Not reported | Q1 2023 |
 BAC | $146M | 4.57% | 0.04% | -71.3% | Q1 2020 |
 OXY | $95.3M | 2.98% | 0.15% | Not reported | Q2 2024 |
| CROX | $73.6M | 2.30% | 1.76% | +41.2% | Q4 2025 |
| TME | $61.2M | 1.91% | 0.21% | New | Q1 2026 |
 SPGI | $51.7M | 1.61% | 0.04% | New | Q1 2026 |
 HRB | $51.6M | 1.61% | 1.28% | New | Q1 2026 |
 MCO | $51.4M | 1.61% | 0.07% | New | Q1 2026 |
| AAPL | $28.1M | 0.88% | 0.00% | Not reported | Q4 2020 |
 MSCI | $10.2M | 0.32% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $796M | 22.31% | 0.02% | Not reported | Q2 2022 |
| GOOG | $769M | 21.55% | Not reported | Not reported | Q2 2020 |
| BAC | $574M | 16.08% | 0.14% | Not reported | Q1 2020 |
| PDD | $523M | 14.64% | 0.08% | Not reported | Q4 2020 |
| BRK.B | $451M | 12.64% | Not reported | Not reported | Q3 2021 |
| EWBC | $312M | 8.74% | 2.02% | Not reported | Q1 2023 |
| OXY | $60.3M | 1.69% | 0.15% | Not reported | Q2 2024 |
| CROX | $53.7M | 1.51% | 1.25% | New | Q4 2025 |
| AAPL | $30.1M | 0.84% | 0.00% | Not reported | Q4 2020 |
| Q3 2025 | |||||
| GOOGL | $618M | 19.14% | 0.02% | Not reported | Q2 2022 |
| PDD | $609M | 18.85% | 0.08% | Not reported | Q4 2020 |
| GOOG | $597M | 18.48% | Not reported | Not reported | Q2 2020 |
| BAC | $538M | 16.66% | 0.14% | Not reported | Q1 2020 |
| BRK.B | $451M | 13.97% | Not reported | Not reported | Q3 2021 |
| EWBC | $296M | 9.15% | 2.01% | Not reported | Q1 2023 |
| OXY | $69.3M | 2.15% | 0.15% | Not reported | Q2 2024 |
| AAPL | $28.2M | 0.87% | 0.00% | Not reported | Q4 2020 |
| SOC | $23.4M | 0.73% | 1.35% | Not reported | Q3 2024 |