https://holdlens.com/investor/li-lu Every 13F move by Li Lu (Himalaya Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/BAC https://holdlens.com/investor/li-lu#2026-Q1-BAC-trim-0 Li Lu (Himalaya Capital) trimmed BAC (BK OF AMERICA CORP) in Q1 2026 · 4.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CROCS https://holdlens.com/investor/li-lu#2026-Q1-CROCS-add-1 Li Lu (Himalaya Capital) added CROCS (CROCS INC) in Q1 2026 · 2.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TME https://holdlens.com/investor/li-lu#2026-Q1-TME-new-2 Li Lu (Himalaya Capital) new position TME (TENCENT MUSIC ENTMT GROUP) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/MCO https://holdlens.com/investor/li-lu#2026-Q1-MCO-new-3 Li Lu (Himalaya Capital) new position MCO (MOODYS CORP) in Q1 2026 · 1.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/MSCI https://holdlens.com/investor/li-lu#2026-Q1-MSCI-new-4 Li Lu (Himalaya Capital) new position MSCI (MSCI INC) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/BAC https://holdlens.com/investor/li-lu#2025-Q4-BAC-add-5 Li Lu (Himalaya Capital) added BAC in Q4 2025 · 28.6% of portfolio. Doubling down further on BAC. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/li-lu#2025-Q4-META-add-6 Li Lu (Himalaya Capital) added META in Q4 2025 · 12.8% of portfolio. Adding to the compounder. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CROCS https://holdlens.com/investor/li-lu#2025-Q4-CROCS-new-7 Li Lu (Himalaya Capital) new position CROCS (CROCS INC) in Q4 2025 · 1.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/BAC https://holdlens.com/investor/li-lu#2025-Q3-BAC-add-8 Li Lu (Himalaya Capital) added BAC in Q3 2025 · 27.4% of portfolio. Doubling down on 15-yr BAC. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/li-lu#2025-Q3-META-add-9 Li Lu (Himalaya Capital) added META in Q3 2025 · 11.8% of portfolio. Compounder add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/BABA https://holdlens.com/investor/li-lu#2025-Q3-BABA-trim-10 Li Lu (Himalaya Capital) trimmed BABA in Q3 2025 · 9.7% of portfolio. Took some Alibaba profits. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/BAC https://holdlens.com/investor/li-lu#2025-Q2-BAC-add-11 Li Lu (Himalaya Capital) added BAC in Q2 2025 · 25.1% of portfolio. First of three consecutive BAC adds. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/li-lu#2025-Q2-META-add-12 Li Lu (Himalaya Capital) added META in Q2 2025 · 10.2% of portfolio. Compounder add. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/PDD https://holdlens.com/investor/li-lu#2025-Q2-PDD-new-13 Li Lu (Himalaya Capital) new position PDD (PDD HOLDINGS INC) in Q2 2025 · 17.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/BAC https://holdlens.com/investor/li-lu#2025-Q1-BAC-add-14 Li Lu (Himalaya Capital) added BAC in Q1 2025 · 23.2% of portfolio. First of multi-quarter BAC conviction build. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/GOOG https://holdlens.com/investor/li-lu#2025-Q1-GOOG-trim-15 Li Lu (Himalaya Capital) trimmed GOOG (ALPHABET INC) in Q1 2025 · 17.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/AAPL https://holdlens.com/investor/li-lu#2025-Q1-AAPL-trim-16 Li Lu (Himalaya Capital) trimmed AAPL (APPLE INC) in Q1 2025 · 1.1% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/AAPL https://holdlens.com/investor/li-lu#2024-Q3-AAPL-trim-17 Li Lu (Himalaya Capital) trimmed AAPL (APPLE INC) in Q3 2024 · 3.0% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT trim