- Li Lu’s 13F portfolio value increased from $2.26B to $2.56B this quarter.
- The portfolio added Occidental Petroleum (OXY) 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 $2.26B to $2.56B this quarter. The heavily concentrated
portfolio has just six stakes.
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to Himalaya Capital
Management’s 13F holdings in Q2 2024. Please lookup our previous
update to see how the portfolio has progressed:
No comments :
Post a Comment