- Li Lu’s 13F portfolio value increased from $2.06B to $2.26B 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 $2.06B to $2.22B 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 Q1 2024. Please lookup our previous update to see how the portfolio has progressed:
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