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Head-to-head comparison
Li Lu vs Andreas Halvorsen
Li Lu
Q8/10Himalaya Capital
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Andreas Halvorsen
Q8/10Viking Global Investors
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Li % | Andreas % |
|---|---|---|
| META | 11.8% | 6.4% |
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Remove with Pro →Recent moves — Q2 2026
Latest quarter activity for each manager.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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