Institutional Fund
Himalaya Capital Management LLC
Seattle, WACIK 17093236 filings on record
Portfolio Value
$3.20B
Q1 2026
Holdings
14
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-10.3%
from $3.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc22.8%
- Alphabet Inc22.0%
- Pdd Holdings Inc14.7%
- Berkshire Hathaway Inc Del13.4%
- East West Bancorp Inc9.3%
- Bank America Corp4.6%
- Other13.2%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 2.54M | $731.35M | 22.8% | 0 | Held |
| 2 | Alphabet Inc | 2.45M | $703.18M | 22.0% | 0 | Held |
| 3 | Pdd Holdings Inc | 4.61M | $470.85M | 14.7% | 0 | Held |
| 4 | Berkshire Hathaway Inc Del | 897.7K | $430.20M | 13.4% | 0 | Held |
| 5 | East West Bancorp Inc | 2.78M | $296.40M | 9.3% | 0 | Held |
| 6 | Bank America Corp | 3.00M | $146.15M | 4.6% | −7.43M | Reduced |
| 7 | Occidental Pete Corp | 1.47M | $95.32M | 3.0% | 0 | Held |
| 8 | Crocs Inc | 887.1K | $73.65M | 2.3% | +258.9K | Added |
| 9 | Tencent Music Entmt Group | 6.59M | $61.16M | 1.9% | +6.59M | New |
| 10 | S&P Global Inc | 121.5K | $51.66M | 1.6% | +121.5K | New |
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