- Li Lu’s 13F portfolio value decreased from ~$2.38B to ~$1.87B this quarter.
- They increased Alphabet during the quarter.
- Micron Technology at around one-third of the portfolio is by far the largest position.
Li Lu’s Himalaya Capital Management 13F Portfolio value
decreased from ~$2.38B to ~$1.87B this quarter. The heavily concentrated
portfolio continues to have less than ten stakes.
The spreadsheet below highlights changes to Himalaya Capital
Management’s 13F holdings in Q2 2022. Please lookup our previous
update to see how the portfolio has progressed:
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