Li Lu · quarter digest
What Li Lu did in Q3 2025
Himalaya Capital filed 3 moves in Q3 2025: 0 new, 2 add, 1 trim, 0 exit.
13F filed 2025-11-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.
Adds · 2
Adding to conviction
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Trims · 1
Taking chips off
TRIM -12%·9.7% book·+39
“Took some Alibaba profits.”
Current top holdings
Li Lu’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.