Li Lu (Himalaya Capital)
Charlie Munger's hand-picked manager - an ultra-concentrated value book dominated by a single huge Alphabet position.
Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.
Alphabet Inc. - Class A Common Stock2004-09-30 → 2026-06-30click to change
%
Berkshire Hathaway Inc. New Common Stock2011-02-28 → 2026-06-30click to change
%
East West Bancorp, Inc. - Common Stock1999-03-31 → 2026-06-30click to change
%
Bank of America Corporation Common Stock1986-06-30 → 2026-06-30click to change
%
Occidental Petroleum Corporation Common Stock1982-01-31 → 2026-06-30click to change
%
Crocs, Inc. - Common Stock2006-03-31 → 2026-06-30click to change
%
Total 100%
Data window Li Lu (Himalaya Capital): 2011-02-28 → 2026-06-30 · start: BRK.B
Portfolio growth
Li Lu (Himalaya Capital)
CAGR19.59%
Max Drawdown-25.93%Sep 2022
Volatility19.32%
Sharpe0.95
Final balance$157,709
Total return1477.09%
Drawdown
Annual returns
More statistics
| Li Lu (Himalaya Capital) | |
|---|---|
| Total Return | 1477.09% |
| Sortino | 1.47 |
| Best Year | 58.45% |
| Worst Year | -23.14% |
| Positive Months | 65.41% |
| Annualized Return (mean) | 19.87% |