- Li Lu’s 13F portfolio value increased from $1.82B to $2.06B this quarter.
- The portfolio remained steady during the quarter.
- Alphabet at ~38% of the portfolio is by far the largest position.
Li Lu’s Himalaya Capital Management 13F Portfolio value
increased from $1.82B to $2.06B this quarter. The heavily concentrated
portfolio continues to have just five stakes.
The spreadsheet below highlights changes to Himalaya Capital
Management’s 13F holdings in Q4 2023. Please lookup our previous
update to see how the portfolio has progressed:
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