Investor profile

Li Lu

Himalaya Capital · Founder · Net worth: ~$1B

Tiananmen Square protest leader turned fund manager. Charlie Munger called him 'the Asian Warren Buffett.'

"Long-term value, China expertise, Charlie Munger's protégé."

Tracked positions

Top concentration

82%

Longest holding

Bank of America (since 2009)

Top holdings

Ticker	Company	% Portfolio	Shares (M)
BAC	Bank of America 15-year holding. Deep conviction in US banking franchise.	27.4%	12
GOOG	Alphabet Quality compounder + AI optionality.	17.1%	0.5
BRK.B	Berkshire Hathaway Following the master.	16.2%	1.2
META	Meta Platforms Cash flow machine.	11.8%	0.5
BABA	Alibaba China expertise advantage.	9.7%	5

One email per 13F filing. Summarizes every new position, exit, and trim.

Data sourced from Himalaya Capital 13F filings with the SEC. Approximate snapshot. Not investment advice.