AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
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Head-to-head comparison

Seth Klarman vs Li Lu

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997

Recent moves — Q4 2025

Latest quarter activity for each manager.

Seth Klarman
  • GOOGADD +40%
    Building out new Alphabet position.
  • VSTADD +25%
    Aggressive Vistra add — AI data center demand thesis.
  • WBDREDUCE -12%
    Continued Warner Bros. profit-taking.
Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.