- Li Lu’s 13F portfolio value decreased from ~$2.04B to ~$1.79B this quarter.
- They increased East West Bancorp (EWBC) during the quarter.
- Alphabet at ~38% of the portfolio is by far the largest position.
Li Lu’s Himalaya Capital Management 13F Portfolio value
decreased from ~$2.04B to ~$1.79B 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 2023. Please lookup our previous
update to see how the portfolio has progressed:
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