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HoldLens
Li Lu · quarter digest

What Li Lu did in Q3 2024

Himalaya Capital filed 1 moves in Q3 2024: 0 new, 0 add, 1 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.

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Trims · 1

Taking chips off

AAPLAPPLE INC
TRIM -58%·3.0% book·−20
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.