# Himalaya Capital Management LLC: Form 13F holdings

An institutional investment manager in SEATTLE, WA. SEC CIK 1709323.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.70bn
- Positions: 8 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1709323/000204358526000022/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $908.9m | 24.5% | 2,543,300 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $866.1m | 23.4% | 2,451,300 |  | Unchanged |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPON ADS | $820.9m | 22.2% | 10,761,119 |  | Added +6,153,119 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $554.6m | 15.0% | 1,108,318 |  | Added +210,569 |
| [EAST WEST BANCORP INC (EWBC)](/companies/ewbc.md) | COM | $358.4m | 9.7% | 2,776,351 |  | Unchanged |
| [CROCS INC (CROX)](/companies/crox.md) | COM | $107.0m | 2.9% | 887,093 |  | Unchanged |
| [TENCENT MUSIC ENTERTAINM (TME)](/companies/tme.md) | SPON ADS | $55.0m | 1.5% | 6,590,836 |  | Unchanged |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $32.0m | 0.9% | 110,600 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BK OF AMERICA CORP (BAC)](/companies/bac.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,997,987 |
| [BLOCK H & R INC (HRB)](/companies/hrb.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,626,906 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $0 | 0.0% | 0 |  | Sold out −117,784 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $0 | 0.0% | 0 |  | Sold out −18,939 |
| [OCCIDENTAL PETE CORP (OXY)](/companies/oxy.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,466,500 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $0 | 0.0% | 0 |  | Sold out −121,463 |

Source: SEC EDGAR, Form 13F-HR, accession 0002043585-26-000022. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.