Li Lu · quarter digest
What Li Lu did in Q1 2025
Himalaya Capital filed 3 moves in Q1 2025: 0 new, 1 add, 2 trim, 0 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.
Adds · 1
Adding to conviction
ADD +6%·23.2% book·−1
“First of multi-quarter BAC conviction build.”
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Remove with Pro →Trims · 2
Taking chips off
Current top holdings
Li Lu’s book, latest snapshot
Other quarters for Li Lu
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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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Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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