Li Lu's Stock Picks (2025 Q2): Full Himalaya Capital Management LLC Portfolio {year}

Search by Ticker

Activity Type

Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
BAC	Bank of America Corporation	06/30/2025	Reduce -24.7%	10.43 M	-3.42 M	$161.61 M
PDD	PDD Holdings Inc.	06/30/2025	New Buy	4.61 M	+4.61 M	$482.27 M
GOOG	Alphabet Inc.	03/31/2025	Reduce -19.5%	2.45 M	-592,700	$92.6 M
AAPL	Apple Inc.	03/31/2025	Reduce -65.2%	110,600	-207,100	$46 M
BAC	Bank of America Corporation	03/31/2025	Reduce -23.4%	13.85 M	-4.23 M	$176.71 M
AAPL	Apple Inc.	09/30/2024	Reduce -58.2%	317,700	-441,900	$102.96 M
SOC	Sable Offshore Corp.	09/30/2024	New Buy	1.34 M	+1.34 M	$31.74 M
OXY	Occidental Petroleum Corporation	06/30/2024	New Buy	1.47 M	+1.47 M	$92.43 M
EWBC	East West Bancorp, Inc.	06/30/2023	Add 20.9%	2.78 M	+480,051	$25,341.97
MU	Micron Technology, Inc.	06/30/2023	Sold Out	6.83 M	-6.83 M	$411,886
BAC	Bank of America Corporation	03/31/2023	Add 24.0%	18.08 M	+3.49 M	$99,932.5
EWBC	East West Bancorp, Inc.	03/31/2023	New Buy	2.3 M	+2.3 M	$127,445
MU	Micron Technology, Inc.	03/31/2023	Reduce -40.5%	6.83 M	-4.65 M	$280,608.06
GOOGL	Alphabet Inc.	12/31/2022	Add 168.3%	2.54 M	+1.6 M	$140,753.09
GOOG	Alphabet Inc.	06/30/2022	Add 77.2%	3.04 M	+1.33 M	$145.03 M
GOOGL	Alphabet Inc.	06/30/2022	New Buy	948,000	+948,000	$103.3 M
META	Meta Platforms, Inc.	06/30/2022	Sold Out	876,200	-876,200	$194.83 M
BAC	Bank of America Corporation	12/31/2021	Add 18.0%	14.59 M	+2.23 M	$99.12 M
META	Meta Platforms, Inc.	12/31/2021	Add 53.0%	876,200	+303,600	$102.12 M
PDD	PDD Holdings Inc.	12/31/2021	Sold Out	363,165	-363,165	$32.93 M

Showing 1-20 of 39 records

Show: per page