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Head-to-head comparison

Warren Buffett vs Li Lu

Warren Buffett
Berkshire Hathaway
Q10/10
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerWarren %Li %
BAC11.2%27.4%
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Recent moves — Q2 2026

Latest quarter activity for each manager.

Warren Buffett
  • GOOGADD +658%
  • MADD +142%
  • DHINEW
  • GOOGLADD +45%
  • DALADD +44%
  • LENADD +30%
  • STZEXIT
  • COFREDUCE -58%
  • NUEREDUCE -52%
  • KRREDUCE -22%
  • ALLYREDUCE -7%
  • BACREDUCE -6%
Li Lu

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.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.