Investors who trade like Li Lu
The 29 other tracked superinvestors ranked by shared-ticker overlap with Li Lu's (Himalaya Capital) latest 13F portfolio. Jaccard similarity — the fraction of tickers held by both investors out of the union of tickers held by either.
Top similar investors
- 1Bill AckmanPershing Square Capital11%Jaccard2 shared of 18 total tickers — GOOG · GOOGL
- 2Warren BuffettBerkshire Hathaway9%Jaccard4 shared of 44 total tickers — GOOGL · BAC · OXY · AAPL
- 3François RochonGiverny Capital9%Jaccard4 shared of 46 total tickers — GOOG · GOOGL · BRK.B · AAPL
- 4Glenn GreenbergBrave Warrior Advisors9%Jaccard3 shared of 35 total tickers — GOOG · GOOGL · BAC
- 5David RolfeWedgewood Partners8%Jaccard2 shared of 26 total tickers — GOOGL · AAPL
- 6Bill NygrenOakmark Funds7%Jaccard5 shared of 69 total tickers — GOOG · GOOGL · BAC · BRK.B · AAPL
- 7Prem WatsaFairfax Financial7%Jaccard2 shared of 28 total tickers — BRK.B · OXY
- 8Chris HohnTCI Fund Management7%Jaccard1 shared of 15 total tickers — GOOG
- 9David TepperAppaloosa Management6%Jaccard2 shared of 32 total tickers — GOOG · PDD
- 10Polen CapitalPolen Capital Management4%Jaccard4 shared of 89 total tickers — GOOG · GOOGL · PDD · AAPL
- 11Seth KlarmanBaupost Group4%Jaccard1 shared of 23 total tickers — GOOG
- 12Tom SlaterBaillie Gifford (Long Term Global Growth)4%Jaccard4 shared of 92 total tickers — GOOG · GOOGL · PDD · AAPL
- 13Chuck AkreAkre Capital Management4%Jaccard1 shared of 24 total tickers — BRK.B
- 14Andreas HalvorsenViking Global Investors4%Jaccard2 shared of 49 total tickers — GOOGL · BAC
- 15Terry SmithFundsmith3%Jaccard1 shared of 32 total tickers — GOOGL
Method
Jaccard similarity = |A ∩ B| / |A ∪ B| where A and B are the sets of tickers each investor holds in their most recent 13F filing.
A score of 100% means both investors hold exactly the same tickers. A score of 0% means no overlap. In practice, tracked superinvestors rarely exceed 40% — they pick unique spots even within similar philosophies.
Source data: SEC EDGAR 13F-HR filings, latest quarter available per investor. v1 uses unweighted Jaccard (set membership). v2 will add position-weighted similarity for a finer-grained score.
Related
Similarity computed from publicly filed 13F portfolios. 13F filings show long US equity positions only (no shorts, no cash, no non-US positions). Not investment advice.