Himalaya Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.20B
Q ending 2026-03-31
Prior quarter
$3.57B
Q ending 2025-12-31
Change
-10.3% QoQ · +44.7% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $731.4M | 2.5M |
| Alphabet Inc | GOOG | Shares | $703.2M | 2.5M |
| Pdd Holdings Inc | PDD | Shares | $470.8M | 4.6M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $430.2M | 898K |
| East West Bancorp Inc | EWBC | Shares | $296.4M | 2.8M |
| Bk Of America Corp | BAC | Shares | $146.2M | 3.0M |
| Occidental Pete Corp | OXY | Shares | $95.3M | 1.5M |
| Crocs Inc | CROX | Shares | $73.6M | 887K |
| Tencent Music Entmt Group | TME | Shares | $61.2M | 6.6M |
| S&P Global Inc | SPGI | Shares | $51.7M | 121K |
| Block H & R Inc | HRB | Shares | $51.6M | 1.6M |
| Moodys Corp | MCO | Shares | $51.4M | 118K |
| Apple Inc | AAPL | Shares | $28.1M | 111K |
| Msci Inc | MSCI | Shares | $10.2M | 19K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.