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SEC filer: Himalaya Capital Management LLC · quarter ending 2026-03-31 · filed 2026-05-15 · $3.20B across 13 reported positions
| BK OF AMERICA CORP | TRIMMED | 10,431,387 → 2,997,987 sh | $427.6M |
| TENCENT MUSIC ENTMT GROUP | NEW POSITION | 0 → 6,590,836 sh | $61.2M |
| S&P GLOBAL INC | NEW POSITION | 0 → 121,463 sh | $51.7M |
| BLOCK H & R INC | NEW POSITION | 0 → 1,626,906 sh | $51.6M |
| MOODYS CORP | NEW POSITION | 0 → 117,784 sh | $51.4M |
| CROX | ADDED | 628,159 → 887,093 sh | $19.9M |
| MSCI | NEW POSITION | 0 → 18,939 sh | $10.2M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 44.8% | $1.43B | 4,994,600 | SHARES |
| 2 | PDDPDD HOLDINGS INC | 14.7% | $470.8M | 4,608,000 | SHARES |
| 3 | BERKSHIRE HATHAWAY INC DELno ticker match — as filed | 13.4% | $430.2M | 897,749 | SHARES |
| 4 | EWBCEAST WEST BANCORP INC | 9.3% | $296.4M | 2,776,351 | SHARES |
| 5 | BK OF AMERICA CORPno ticker match — as filed | 4.6% | $146.2M | 2,997,987 | SHARES |
| 6 | OCCIDENTAL PETE CORPno ticker match — as filed | 3.0% | $95.3M | 1,466,500 | SHARES |
| 7 | CROXCROCS INC |
| 2.3% |
| $73.6M |
| 887,093 |
| SHARES |
| 8 | TENCENT MUSIC ENTMT GROUPno ticker match — as filed | 1.9% | $61.2M | 6,590,836 | SHARES |
| 9 | S&P GLOBAL INCno ticker match — as filed | 1.6% | $51.7M | 121,463 | SHARES |
| 10 | BLOCK H & R INCno ticker match — as filed | 1.6% | $51.6M | 1,626,906 | SHARES |
| 11 | MOODYS CORPno ticker match — as filed | 1.6% | $51.4M | 117,784 | SHARES |
| 12 | AAPLAPPLE INC | 0.9% | $28.1M | 110,600 | SHARES |
| 13 | MSCIMSCI INC | 0.3% | $10.2M | 18,939 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.