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13F Portfolio · Q2 2026
Li Lu
Himalaya Capital · 82% top-10 concentration
Value
Top 3 holdings
GOOGLALPHABET INC24.5%
GOOGALPHABET INC23.4%
PDDPDD HOLDINGS INC22.2%
Closest replicating ETF:XLF · overlap 328.0 · 2 shared
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