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Head-to-head comparison
Bill Ackman vs Li Lu
Bill Ackman
Q8/10Pershing Square Capital
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Li Lu
Q8/10Himalaya Capital
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Bill % | Li % |
|---|---|---|
| GOOG | 11.7% | 17.1% |
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Remove with Pro →Recent moves — Q1 2026
Latest quarter activity for each manager.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.