Li Lu's GOOG Position Overview
Li Lu (via Himalaya Capital Management LLC) currently holds 2.54 M shares of Alphabet Inc. (GOOG) worth $796.05 M, representing 22.31% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Li Lu has maintained a strategic position in GOOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 1.33 M shares. Largest reduction occurred in Q1 2025, reducing 592,700 shares.
Analysis based on 13F filings available since 2013 Q2
Li Lu's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by Li Lu
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +92,000 | Add 3.75% | 2.54 M | $313.00 |
| Q1 2025 | -592,700 | Reduce 19.47% | 2.45 M | $156.23 |
| Q2 2022 | +1.33 M | Add 77.18% | 3.04 M | $109.37 |
| Q2 2020 | +1.72 M | New Buy | 1.72 M | $70.68 |
Li Lu's Alphabet Investment FAQs
Li Lu first purchased Alphabet Inc. (GOOG) in Q2 2020, acquiring 1,718,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Li Lu has held Alphabet Inc. (GOOG) for 23 quarters since Q2 2020.
Li Lu's largest addition to Alphabet Inc. (GOOG) was in Q2 2020, adding 1,718,000 shares worth $121.43 M.
According to the latest 13F filing for Q4 2025, Li Lu's firm, Himalaya Capital Management LLC, owns 2,543,300 shares of Alphabet Inc. (GOOG), valued at approximately $796.05 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOG) represents approximately 22.31% of Li Lu's publicly disclosed stock portfolio, making it one of their key holdings.
Li Lu's peak holding in Alphabet Inc. (GOOG) was 3,044,000 shares, as reported at the end of Q2 2022.