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
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | $908.9M | 24.5% | 2.5M | — |
| 2 | GOOGALPHABET INC | $866.1M | 23.4% | 2.5M | — |
| 3 | PDDPDD HOLDINGS INC | $820.9M | 22.2% | 10.8M | Added |
| 4 | BRK.BBERKSHIRE HATHAWAY INC DEL | $554.6M | 15.0% | 1.1M | Added |
| 5 | EAST WEST BANCORP INC | $358.4M | 9.7% | 2.8M | — |
| 6 | CROXCROCS INC | $107.0M | 2.9% | 887.1K | — |
| 7 | TENCENT MUSIC ENTERTAINM | $55.0M | 1.5% | 6.6M | — |
| 8 | AAPLAPPLE INC | $32.0M | 0.9% | 110.6K | — |
Sold out (Q2 2026)
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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.