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HoldLens
Li Lu · quarter digest

What Li Lu did in Q2 2024

Himalaya Capital filed 1 moves in Q2 2024: 1 new, 0 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.

New positions · 1

Fresh money

OXYOCCIDENTAL PETE CORP
NEW·3.6% book·+33
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Current top holdings

Li Lu’s book, latest snapshot

#TickerWeight
1BAC
Bank of America
27.4%
2GOOG
Alphabet
17.1%
3BRK.B
Berkshire Hathaway
16.2%
4META
Meta Platforms
11.8%
5BABA
Alibaba
9.7%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.