Li Lu · quarter digest
What Li Lu did in Q2 2025
Himalaya Capital filed 3 moves in Q2 2025: 1 new, 2 add, 0 trim, 0 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.
New positions · 1
Fresh money
PDDPDD HOLDINGS INC
NEW·17.9% book·−12
Adds · 2
Adding to conviction
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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
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Security Analysis
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