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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
    Chris Hohn fund logo
    Chris Hohn
    TCI Fund Management
    15%
    Jaccard
    2 shared of 13 total tickersGOOGL · GOOG
  2. 2
    David Tepper fund logo
    David Tepper
    Appaloosa Management
    13%
    Jaccard
    3 shared of 24 total tickersGOOG · BRK.B · AAPL
  3. 3
    Bill Ackman fund logo
    Bill Ackman
    Pershing Square Capital
    12%
    Jaccard
    2 shared of 17 total tickersGOOGL · GOOG
  4. 4
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    10%
    Jaccard
    2 shared of 21 total tickersGOOGL · AAPL
  5. 5
    Warren Buffett fund logo
    Warren Buffett
    Berkshire Hathaway
    9%
    Jaccard
    3 shared of 32 total tickersGOOGL · GOOG · AAPL
  6. 6
    François Rochon fund logo
    François Rochon
    Giverny Capital
    9%
    Jaccard
    4 shared of 44 total tickersGOOGL · GOOG · BRK.B · AAPL
  7. 7
    Lee Ainslie fund logo
    Lee Ainslie
    Maverick Capital
    7%
    Jaccard
    2 shared of 27 total tickersGOOGL · GOOG
  8. 8
    Tom Slater fund logo
    Tom Slater
    Baillie Gifford (Long Term Global Growth)
    6%
    Jaccard
    6 shared of 96 total tickersGOOGL · GOOG · PDD · BRK.B · TME
  9. 9
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    5%
    Jaccard
    2 shared of 38 total tickersGOOGL · GOOG
  10. 10
    Polen Capital fund logo
    Polen Capital
    Polen Capital Management
    5%
    Jaccard
    4 shared of 80 total tickersGOOGL · GOOG · TME · AAPL
  11. 11
    Seth Klarman fund logo
    Seth Klarman
    Baupost Group
    5%
    Jaccard
    1 shared of 21 total tickersGOOG
  12. 12
    Bill Nygren fund logo
    Bill Nygren
    Oakmark Funds
    5%
    Jaccard
    4 shared of 86 total tickersGOOGL · GOOG · BRK.B · AAPL
  13. 13
    Stephen Mandel fund logo
    Stephen Mandel
    Lone Pine Capital
    4%
    Jaccard
    1 shared of 23 total tickersGOOGL
  14. 14
    Chuck Akre fund logo
    Chuck Akre
    Akre Capital Management
    4%
    Jaccard
    1 shared of 24 total tickersBRK.B
  15. 15
    Prem Watsa fund logo
    Prem Watsa
    Fairfax Financial
    4%
    Jaccard
    1 shared of 26 total tickersBRK.B

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): Chris Hohn (TCI Fund Management, 15% Jaccard); David Tepper (Appaloosa Management, 13% Jaccard); Bill Ackman (Pershing Square Capital, 12% 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.