13F Portfolio · Q1 2026
Li Lu
Himalaya Capital · 82% top-10 concentration
Value
Top 3 holdings
| GOOGL | ALPHABET INC | 23.2% |
| GOOG | ALPHABET INC | 22.3% |
| PDD | PDD HOLDINGS INC | 14.9% |
Closest replicating ETF:XLF · overlap 338.4 · 2 shared
| GOOGL | ALPHABET INC | 23.2% |
| GOOG | ALPHABET INC | 22.3% |
| PDD | PDD HOLDINGS INC | 14.9% |