- Li Lu’s 13F portfolio value increased from $1.79B to $1.82B this quarter.
- The portfolio remained steady during the quarter.
- Alphabet at ~40% of the portfolio is by far the largest position.
Li Lu’s Himalaya Capital Management 13F Portfolio value
increased from $1.79B to $1.82B 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 Q3 2023. Please lookup our previous
update to see how the portfolio has progressed:
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