Li Lu · quarter digest

What Li Lu did in Q1 2026

Himalaya Capital filed 5 moves in Q1 2026: 3 new, 1 add, 1 trim, 0 exit.

13F filed 2026-05-15. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.

New positions · 3

Fresh money

TMETENCENT MUSIC ENTMT GROUP

NEW·1.9% book·−10

MCOMOODYS CORP

NEW·1.6% book·+16

MSCIMSCI INC

NEW·0.3% book·+12

Adds · 1

CROCSCROCS INC

ADD +41%·2.3% book·−1

Trims · 1

BACBK OF AMERICA CORP

TRIM -71%·4.6% book·+1

Current top holdings

#	Ticker	Weight	Conviction
1	BAC Bank of America	27.4%	+1
2	GOOG Alphabet	17.1%	−1
3	BRK.B Berkshire Hathaway	16.2%	−5
4	META Meta Platforms	11.8%	+3
5	BABA Alibaba	9.7%	+25

Other quarters for Li Lu

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