Value
Himalaya Capital Management
Himalaya Capital Management’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$3.20B
reported long US equity
Positions
14
US-listed holdings
New this quarter
5
0 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | $731.4M | 22.8% | 2.5M | — |
| 2 | GOOGALPHABET INC | $703.2M | 22.0% | 2.5M | — |
| 3 | PDDPDD HOLDINGS INC | $470.8M | 14.7% | 4.6M | — |
| 4 | BRK.BBERKSHIRE HATHAWAY INC DEL | $430.2M | 13.4% | 897.7K | — |
| 5 | EAST WEST BANCORP INC | $296.4M | 9.3% | 2.8M | — |
| 6 | BACBK OF AMERICA CORP | $146.2M | 4.6% | 3.0M | Reduced |
| 7 | OXYOCCIDENTAL PETE CORP | $95.3M | 3.0% | 1.5M | — |
| 8 | CROXCROCS INC | $73.6M | 2.3% | 887.1K | Added |
| 9 | TENCENT MUSIC ENTMT GROUP | $61.2M | 1.9% | 6.6M | New |
| 10 | SPGIS&P GLOBAL INC | $51.7M | 1.6% | 121.5K | New |
| 11 | HRBBLOCK H & R INC | $51.6M | 1.6% | 1.6M | New |
| 12 | MCOMOODYS CORP | $51.4M | 1.6% | 117.8K | New |
| 13 | AAPLAPPLE INC | $28.1M | 0.9% | 110.6K | — |
| 14 | MSCIMSCI INC | $10.2M | 0.3% | 18.9K | New |
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 Q1 2026, not today. Not investment advice.