analyzeportfolio
Value

Himalaya Capital Management

Himalaya Capital Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.

13F value
$3.70B
reported long US equity
Positions
8
US-listed holdings
New this quarter
0
6 exited
Reporting period
Q2 2026
vs Q1 2026

Holdings

#HoldingValue% of 13FSharesChange
1ALPHABET INC$908.9M24.5%2.5M
2GOOGALPHABET INC$866.1M23.4%2.5M
3PDDPDD HOLDINGS INC$820.9M22.2%10.8MAdded
4BRK.BBERKSHIRE HATHAWAY INC DEL$554.6M15.0%1.1MAdded
5EAST WEST BANCORP INC$358.4M9.7%2.8M
6CROXCROCS INC$107.0M2.9%887.1K
7TENCENT MUSIC ENTERTAINM$55.0M1.5%6.6M
8AAPLAPPLE INC$32.0M0.9%110.6K

Sold out (Q2 2026)

BAC, OXY, SPGI, HRB, MCO, MSCI

Do they hold anything you hold?

Paste your tickers and see which of them Himalaya Capital Management and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.

From Himalaya Capital Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.