Li Lu · quarter digest
What Li Lu did in Q4 2025
Himalaya Capital filed 3 moves in Q4 2025: 1 new, 2 add, 0 trim, 0 exit.
13F filed 2026-02-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.
New positions · 1
Fresh money
CROCSCROCS INC
NEW·1.5% book·+3
Adds · 2
Adding to conviction
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Current top holdings
Li Lu’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.