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Li Lu's full portfolio
Portfolio similarity

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

  1. 1
    Warren Buffett fund logo
    Warren Buffett
    Berkshire Hathaway
    18%
    Jaccard
    6 shared of 33 total tickersGOOGL · GOOG · BAC · OXY · MCO
  2. 2
    Chris Hohn fund logo
    Chris Hohn
    TCI Fund Management
    18%
    Jaccard
    3 shared of 17 total tickersGOOGL · GOOG · MCO
  3. 3
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    11%
    Jaccard
    4 shared of 37 total tickersGOOGL · GOOG · BAC · MCO
  4. 4
    Bill Ackman fund logo
    Bill Ackman
    Pershing Square Capital
    10%
    Jaccard
    2 shared of 21 total tickersGOOGL · GOOG
  5. 5
    François Rochon fund logo
    François Rochon
    Giverny Capital
    8%
    Jaccard
    4 shared of 49 total tickersGOOGL · GOOG · BRK.B · AAPL
  6. 6
    Tom Slater fund logo
    Tom Slater
    Baillie Gifford (Long Term Global Growth)
    8%
    Jaccard
    7 shared of 93 total tickersGOOGL · GOOG · PDD · TME · MCO
  7. 7
    Chuck Akre fund logo
    Chuck Akre
    Akre Capital Management
    7%
    Jaccard
    2 shared of 27 total tickersBRK.B · MCO
  8. 8
    Bill Nygren fund logo
    Bill Nygren
    Oakmark Funds
    7%
    Jaccard
    6 shared of 86 total tickersGOOGL · GOOG · BRK.B · BAC · MCO
  9. 9
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    7%
    Jaccard
    2 shared of 29 total tickersGOOGL · AAPL
  10. 10
    William von Mueffling fund logo
    William von Mueffling
    Cantillon Capital Management
    7%
    Jaccard
    3 shared of 44 total tickersGOOGL · TME · MCO
  11. 11
    Terry Smith fund logo
    Terry Smith
    Fundsmith
    6%
    Jaccard
    2 shared of 31 total tickersGOOGL · MSCI
  12. 12
    David Tepper fund logo
    David Tepper
    Appaloosa Management
    6%
    Jaccard
    2 shared of 32 total tickersGOOG · PDD
  13. 13
    Polen Capital fund logo
    Polen Capital
    Polen Capital Management
    6%
    Jaccard
    5 shared of 83 total tickersGOOGL · GOOG · TME · AAPL · MSCI
  14. 14
    Dev Kantesaria fund logo
    Dev Kantesaria
    Valley Forge Capital
    6%
    Jaccard
    1 shared of 17 total tickersMCO
  15. 15
    Andreas Halvorsen fund logo
    Andreas Halvorsen
    Viking Global Investors
    4%
    Jaccard
    2 shared of 47 total tickersGOOGL · AAPL

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

Frequently asked questions

Which investors are most similar to Li Lu?

Top portfolio-similarity peers to Li Lu (Himalaya Capital): Warren Buffett (Berkshire Hathaway, 18% Jaccard); Chris Hohn (TCI Fund Management, 18% Jaccard); Glenn Greenberg (Brave Warrior Advisors, 11% Jaccard). Full ranking of all 29 tracked peers below, by shared-ticker overlap.

How is investor similarity calculated?

HoldLens uses Jaccard similarity on shared tickers: |A ∩ B| / |A ∪ B|. For each pair of investors, count tickers held by both, divide by tickers held by either. Range 0% (no overlap) to 100% (identical portfolio). Computed from latest SEC 13F-HR filings for Li Lu and the 29 other tracked superinvestors.

Why does Li Lu's portfolio overlap with these investors?

Portfolio overlap reflects shared investment thesis, sector orientation, or fund-of-funds inheritance. High Jaccard (>50%) is rare and usually signals tight thesis alignment; 20-40% suggests overlapping sectors; <10% means distinct strategies. Click each peer below for their full 13F positions and ConvictionScore.

How current is the Li Lu similarity ranking?

Updated on each quarterly 13F-HR filing cycle (45-day statutory lag per SEC). Similarity scores refresh as new positions are added or exited. See /methodology for the federation cadence + 13F filing-window math.

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.