Holders — by stockHoldings — by fund
Himalaya Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001709323
$3.70B
disclosed book value
8
positions
24.5%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 2.5M | $908.9M | 24.5% |
| 2 | GOOGALPHABET INC | 2.5M | $866.1M | 23.4% |
| 3 | PDDPDD HOLDINGS INC | 10.8M | $820.9M | 22.2% |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1.1M | $554.6M | 15% |
| 5 | EWBCEAST WEST BANCORP INC | 2.8M | $358.4M | 9.7% |
| 6 | CROXCROCS INC | 887,093 | $107.0M | 2.9% |
| 7 | TMETENCENT MUSIC ENTERTAINM | 6.6M | $55.0M | 1.5% |
| 8 | AAPLAPPLE INC | 110,600 | $32.0M | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.