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SEC filer: Himalaya Capital Management LLC · quarter ending 2026-06-30 · filed 2026-08-14 · $3.70B across 7 reported positions
| PDD | ADDED | 4,608,000 → 10,761,119 sh | $350.0M |
| BK OF AMERICA CORP | EXITED | 2,997,987 → 0 sh | $146.2M |
| OCCIDENTAL PETE CORP | EXITED | 1,466,500 → 0 sh | $95.3M |
| TENCENT MUSIC ENTMT GROUP | EXITED | 6,590,836 → 0 sh | $61.2M |
| TENCENT MUSIC ENTERTAINM | NEW POSITION | 0 → 6,590,836 sh | $55.0M |
| SPGI | EXITED | 121,463 → 0 sh | $51.7M |
| BLOCK H & R INC | EXITED | 1,626,906 → 0 sh | $51.6M |
| MOODYS CORP | EXITED | 117,784 → 0 sh | $51.4M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 47.9% | $1.78B | 4,994,600 | SHARES |
| 2 | PDDPDD HOLDINGS INC | 22.2% | $820.9M | 10,761,119 | SHARES |
| 3 | BERKSHIRE HATHAWAY INC DELno ticker match — as filed | 15.0% | $554.6M | 1,108,318 | SHARES |
| 4 | EWBCEAST WEST BANCORP INC | 9.7% | $358.4M | 2,776,351 | SHARES |
| 5 | CROXCROCS INC | 2.9% | $107.0M | 887,093 | SHARES |
| 6 | TENCENT MUSIC ENTERTAINMno ticker match — as filed | 1.5% | $55.0M | 6,590,836 | SHARES |
| 7 | AAPLAPPLE INC | 0.9% |
| $32.0M |
| 110,600 |
| 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.