Himalaya Capital

+173.8%

13F reported fund value

$3,702,921,099

Asset	Weight	Price	They hold
GOOGL24/7for GOOG Alphabet Class A	48%	$350.50+0.8%	$866m
PDD24/5 PDD Holdings	22%	$78.50+0.1%	$821m
AAPL24/7 Apple	0.9%	$336.67+0.9%	$32.0m
Cash Held as USDT	29%		$1.08bn

DisclosedValueChange

Aug 14, 2026
13F for Q2 2026
$3,702,921,099+$501,694,232
+5 more
Closed positions
MoveSinceTraded
- BAC24/5
  Bank of America
  −$146m-17%n/a
- OXY24/5
  Occidental Petroleum
  −$95.3m+0%n/a
- SPGI24/5
  S&P Global
  −$51.7m-5%n/a
- HRB
  H&R Block
  −$51.6m-20%n/a
- MCO
  Moodys
  −$51.4m-7%n/a
- MSCI
  −$10.2m-3%n/a
Increased
MoveSinceTraded
- PDD24/5
  PDD Holdings
  +$469m-8%n/a
- BRK.B
  Berkshire Hathaway
  +$105m+0%n/a
6 positions unchanged
The filing on EDGAR
May 15, 2026
13F for Q1 2026
$3,201,226,867−$367,649,356
+4 more
New positions
MoveSinceTraded
- TME
  Tencent Music Entertainm
  +$61.2m-6%n/a
- SPGI24/5
  S&P Global
  +$51.7m+3%n/a
- HRB
  H&R Block
  +$51.6m+17%n/a
- MCO
  Moodys
  +$51.4m+6%n/a
- MSCI
  +$10.2m-1%n/a
Increased
MoveSinceTraded
- CROX
  Crocs
  +$21.5m+21%n/a
Decreased
MoveSinceTraded
- BAC24/5
  Bank of America
  −$362m+9%n/a
7 positions unchanged
The filing on EDGAR
Feb 17, 2026
13F for Q4 2025
$3,568,876,223+$338,611,384
New positions
MoveSinceTraded
- CROX
  Crocs
  +$53.7m+15%n/a
Closed positions
MoveSinceTraded
- SOC
  Sable Offshore
  −$23.4m-60%n/a
8 positions unchanged
The filing on EDGAR
Nov 12, 2025
13F for Q3 2025
$3,230,264,839+$541,062,397
9 positions unchanged
The filing on EDGAR
Aug 14, 2025
13F for Q2 2025
$2,689,202,442+$476,765,580
New positions
MoveSinceTraded
- PDD24/5
  PDD Holdings
  +$482m-32%n/a
Decreased
MoveSinceTraded
- BAC24/5
  Bank of America
  −$162m+15%n/a
7 positions unchanged
The filing on EDGAR
May 15, 2025
13F for Q1 2025
$2,212,436,862−$498,942,921
Decreased
MoveSinceTraded
- GOOG24/5
  Alphabet
  −$92.6m+111%n/a
- BAC24/5
  Bank of America
  −$177m+25%n/a
- AAPL24/7
  Apple
  −$46.0m+60%n/a
5 positions unchanged
The filing on EDGAR
Feb 14, 2025
13F for Q4 2024
$2,711,379,783+$238,931,924
8 positions unchanged
The filing on EDGAR
Nov 14, 2024
13F for Q3 2024
$2,472,447,859−$89,168,299
New positions
MoveSinceTraded
- SOC
  Sable Offshore
  +$31.7m-84%n/a
Decreased
MoveSinceTraded
- AAPL24/7
  Apple
  −$103m+49%n/a
6 positions unchanged
The filing on EDGAR
Aug 14, 2024
13F for Q2 2024
$2,561,616,158+$301,226,158
New positions
MoveSinceTraded
- OXY24/5
  Occidental Petroleum
  +$92.4m+7%n/a
6 positions unchanged
The filing on EDGAR
May 15, 2024
13F for Q1 2024
$2,260,390,000+$201,138,000
6 positions unchanged
The filing on EDGAR
Feb 14, 2024
13F for Q4 2023
$2,059,252,000+$239,150,000
6 positions unchanged
The filing on EDGAR
Nov 14, 2023
13F for Q3 2023
$1,820,102,000+$28,652,000
6 positions unchanged
The filing on EDGAR
Aug 14, 2023
13F for Q2 2023
$1,791,450,000−$247,850,000
Closed positions
MoveSinceTraded
- MU24/7
  Micron Technology
  −$412mn/an/a
Increased
MoveSinceTraded
- EWBC
  East West Bancorp
  +$25.3mn/an/a
5 positions unchanged
The filing on EDGAR
May 16, 2023
13F for Q1 2023
$2,039,300,000+$112,083,000
New positions
MoveSinceTraded
- EWBC
  East West Bancorp
  +$127mn/an/a
Increased
MoveSinceTraded
- BAC24/5
  Bank of America
  +$99.9mn/an/a
Decreased
MoveSinceTraded
- MU24/7
  Micron Technology
  −$281mn/an/a
4 positions unchanged
The filing on EDGAR
Feb 14, 2023
13F for Q4 2022
$1,927,217,000+$183,665,000
Increased
MoveSinceTraded
- GOOGL24/7
  Alphabet Class A
  +$141mn/an/a
5 positions unchanged
The filing on EDGAR
Nov 14, 2022
13F for Q3 2022
$1,743,552,000−$130,146,000
6 positions unchanged
The filing on EDGAR
Aug 16, 2022
13F for Q2 2022
$1,873,698,000−$505,693,000
New positions
MoveSinceTraded
- GOOGL24/7
  Alphabet Class A
  +$103mn/an/a
Closed positions
MoveSinceTraded
- META24/7
  Meta Platforms
  −$195mn/an/a
Increased
MoveSinceTraded
- GOOG24/5
  Alphabet
  +$145mn/an/a
4 positions unchanged
The filing on EDGAR
May 16, 2022
13F for Q1 2022
$2,379,391,000−$285,200,000
6 positions unchanged
The filing on EDGAR
Feb 15, 2022
13F for Q4 2021
$2,664,591,000+$516,620,000
Closed positions
MoveSinceTraded
- PDD24/5
  PDD Holdings
  −$32.9mn/an/a
Increased
MoveSinceTraded
- BAC24/5
  Bank of America
  +$99.1mn/an/a
5 positions unchanged
The filing on EDGAR
Nov 15, 2021
13F for Q3 2021
$2,147,971,000+$98,579,000
New positions
MoveSinceTraded
- BRK.B
  Berkshire Hathaway
  +$245mn/an/a
6 positions unchanged
The filing on EDGAR
Aug 13, 2021
13F for Q2 2021
$2,049,392,000+$71,130,000
6 positions unchanged
The filing on EDGAR
May 17, 2021
13F for Q1 2021
$1,978,262,000+$162,739,000
Decreased
MoveSinceTraded
- META24/7
  Meta Platforms
  −$114mn/an/a
5 positions unchanged
The filing on EDGAR
Feb 16, 2021
13F for Q4 2020
$1,815,523,000+$504,029,000
New positions
MoveSinceTraded
- AAPL24/7
  Apple
  +$101mn/an/a
- PDD24/5
  PDD Holdings
  +$64.5mn/an/a
Decreased
MoveSinceTraded
- META24/7
  Meta Platforms
  −$101mn/an/a
3 positions unchanged
The filing on EDGAR
Nov 16, 2020
13F for Q3 2020
$1,311,494,000+$247,743,000
Increased
MoveSinceTraded
- META24/7
  Meta Platforms
  +$189mn/an/a
- MU24/7
  Micron Technology
  +$73.6mn/an/a
2 positions unchanged
The filing on EDGAR
Aug 17, 2020
13F for Q2 2020
$1,063,751,000+$350,546,000
New positions
MoveSinceTraded
- META24/7
  Meta Platforms
  +$138mn/an/a
- GOOG24/5
  Alphabet
  +$121mn/an/a
Closed positions
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  −$34.0mn/an/a
2 positions unchanged
The filing on EDGAR
May 14, 2020
13F for Q1 2020
$713,205,000+$292,945,000
New positions
MoveSinceTraded
- BAC24/5
  Bank of America
  +$262mn/an/a
- BABA24/5
  Alibaba Group Holding
  +$34.0mn/an/a
Increased
MoveSinceTraded
- MU24/7
  Micron Technology
  +$88.1mn/an/a
The filing on EDGAR
Feb 14, 2020
13F for Q4 2019
$420,260,000+$410,202,000
New positions
MoveSinceTraded
- MU24/7
  Micron Technology
  +$420mn/an/a
Closed positions
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  −$8.73mn/an/a
- BIDU24/5
  Baidu
  −$1.33mn/an/a
The filing on EDGAR
Nov 14, 2018
13F for Q3 2018
$10,058,000−$1,184,000
2 positions unchanged
The filing on EDGAR
Aug 14, 2018
13F for Q2 2018
$11,242,000−$5,859,000
Closed positions
MoveSinceTraded
- SINA
  −$5.45mn/an/a
- WB
  WEIBO
  −$625kn/an/a
2 positions unchanged
The filing on EDGAR
May 16, 2018
13F for Q1 2018
$17,101,000+$9,956,000
New positions
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  +$9.73mn/an/a
3 positions unchanged
The filing on EDGAR
Feb 14, 2018
13F for Q4 2017
$7,145,000−$805,000
3 positions unchanged
The filing on EDGAR
Nov 15, 2017
13F for Q3 2017
$7,950,000+$2,121,000
3 positions unchanged
The filing on EDGAR
Aug 14, 2017
13F for Q2 2017
$5,829,000−$111,757,000
New positions
MoveSinceTraded
- BIDU24/5
  Baidu
  +$1.04mn/an/a
- WB
  WEIBO
  +$348kn/an/a
Closed positions
MoveSinceTraded
- No ticker
  Baidu
  −$114mn/an/a
1 position unchanged
The filing on EDGAR
Jun 14, 2017
13F for Q1 2017
$117,586,000n/a
2 positions unchanged
The filing on EDGAR

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