Li Lu · quarter digest

What Li Lu did in Q2 2026

Himalaya Capital filed 6 moves in Q2 2026: 0 new, 2 add, 0 trim, 4 exit.

13F filed 2026-08-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.

Adds · 2

Adding to conviction

PDDPDD HOLDINGS INC

ADD +134%·22.2% book·−17

BRK.BBERKSHIRE HATHAWAY INC DEL

ADD +23%·15.0% book·−1

Exits · 4

BACBK OF AMERICA CORP

EXIT·0.0% book·0

OXYOCCIDENTAL PETE CORP

EXIT·0.0% book·+21

MCOMOODYS CORP

EXIT·0.0% book·+14

MSCIMSCI INC

EXIT·0.0% book·+11

Current top holdings

#	Ticker	Weight	Conviction
1	BAC Bank of America	27.4%	0
2	GOOG Alphabet	17.1%	+2
3	BRK.B Berkshire Hathaway	16.2%	−1
4	META Meta Platforms	11.8%	+3
5	BABA Alibaba	9.7%	+26

Other quarters for Li Lu

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