Li Lu · quarter digest
What Li Lu did in Q4 2025
Himalaya Capital filed 4 moves in Q4 2025: 1 new, 2 add, 0 trim, 1 exit.
13F filed 2026-02-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.
New positions · 1
Fresh money
CROXCROCS INC
NEW·1.5% book·−1
Adds · 2
Adding to conviction
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Remove with Pro →Exits · 1
Closed positions
SOCSABLE OFFSHORE CORP
EXIT·0.0% book·−7
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
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