- Li Lu’s 13F portfolio value decreased from ~$2.66B to ~$2.38B this quarter.
- The portfolio remained untouched during the quarter.
- Micron Technology at ~38% of the portfolio is by far the largest position.
Li Lu’s Himalaya Capital Management 13F Portfolio value decreased from ~$2.66B to ~$2.38B 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 Q1 2022:
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