Himalaya Capital Portfolio 2023
Li Lu
Himalaya Capital Holdings Strategy: Value InvestorLi Lu is an investor and businessman who founded Himalaya Capital. He was born in China, but he currently resides in the United States. He studied at Columbia University where he listened to a lecture from Warren Buffett which inspired him to buy his first stocks. There were rumors that Li Lu would take over Warren Buffett's position at Berkshire Hathaway once Buffett steps down but in 2010 Li Lu withdrew himself from consideration for the job. Li Lu's investment portfolio showcases a strategic selection of established companies, demonstrating his focus on value and long-term growth. The top five stocks reflect Li Lu's conviction in financial services, technology, and diversified holdings.Bank of America Corp., a leading banking institution, reflects Li Lu’s confidence in the traditional financial sector's resilience and its potential for steady returns amid economic cycles.Alphabet Inc - Ordinary Shares - Class C embodies a high-growth trajectory with an emphasis on innovation and market dominance in online advertising and various tech segments, devoid of voting rights but with the same economic exposure as Class A shares.Alphabet Inc - Ordinary Shares - Class A represents a stake in a technological juggernaut with added voting power, signaling Li Lu’s strong belief in Alphabet's enduring strength and leadership in global technology advancements.Berkshire Hathaway Inc. - Ordinary Shares - Class B, mirrors Li Lu’s admiration for Warren Buffett’s approach to investing, consisting of a diverse array of subsidiaries and stock investments that offer both stability and the potential for appreciation.Finally, East West Bancorp, Inc., a regional bank focusing primarily on the United States and China, signifies Li Lu’s interest in niche financial markets and his foresight in recognizing valuable players within the international banking scene.These investments align with Li Lu's overall strategy of picking robust, industry-leading companies capable of sustaining profitability and ensuring durable competitive advantages—a philosophy appealing to investors aiming for well-researched, quality stock picks in their own portfolios.
Track Li Lu, It's Free!Performance
1 Year
-3.04%
3 Years
-16.03%
5 Years
+68.84%
10 years
+67.51%
Sectors
Largest Holdings
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Trades
- Bank Of America Corp. (BAC)
- Sector: Commercial Banking
- % of Portfolio: 28.3%
- (Buy) $32.48 ― +12.8% →$36.65 (Now)
- Alphabet Inc - Ordinary Shares - Class C (GOOG)
- Sector: All Other Telecommunications
- % of Portfolio: 20.9%
- (Buy) $89.55 ― +79.4% →$160.64 (Now)
- Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 17.3%
- (Buy) $103.50 ― +53.9% →$159.25 (Now)
- Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)
- Sector: Offices of Other Holding Companies
- % of Portfolio: 15.5%
- (Buy) $280.86 ― +44.5% →$405.77 (Now)
- East West Bancorp, Inc. (EWBC)
- Sector: Commercial Banking
- % of Portfolio: 9.1%
- (Buy) $65.86 ― +16.7% →$76.83 (Now)
- Apple Inc (AAPL)
- Sector: Electronic Computer Manufacturing
- % of Portfolio: 6.8%
- (Buy) $120.28 ― +74.0% →$209.27 (Now)
- Weibo Corp - ADR (WB)
- Sector: All Other Telecommunications
- % of Portfolio: Sold
- (Buy) $64.89 ― -88.5% →$7.47 (Now)
- PDD Holdings Inc - ADR (PDD)
- Sector: Electronic Shopping
- % of Portfolio: Sold
- (Buy) $119.57 ― +5.5% →$126.19 (Now)
- Sina Corp. (SINA)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $71.67 ― -39.6% →$43.26 (Now)
- Baidu Inc - ADR (BIDU)
- Sector: All Other Telecommunications
- % of Portfolio: Sold
- (Buy) $181.18 ― -54.5% →$82.39 (Now)
- Alibaba Group Holding Ltd - ADR (BABA)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $208.72 ― -63.1% →$76.98 (Now)
- Micron Technology Inc. (MU)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: Sold
- (Buy) $48.62 ― +86.0% →$90.42 (Now)
- Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: Sold
- (Buy) $253.36 ― +87.8% →$475.73 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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Options
Can't find any put or calls that Li Lu has in Himalaya Capital
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Metrics
Performance
1 Year
-3.04%
3 Years
-16.03%
5 Years
+68.84%
10 years
+67.51%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $1.27 Trillion
- Dividend Yield 0.98 %
- Beta 1.0686
- P/E Ratio 18.33
- Negative P/E Ratio NaN
- Profit Margin 23.70%
- PEG 81.71
- Price to Sales Ratio 3.67
- Price to Book Ratio 6.24
- Enterprise Value to EBIT: 35.46
- Enterprise Value to Revenue 6.41
- Total Debt to Enterprise Value 0.26
- Debt to Equity 0.9371
- Quarterly Earnings Growth (YoY) -
- Return on Equity 26.47%
- Return on Assets 11.58%
- Return on Invested Capital 16.41%
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About Himalaya Capital
Li Lu is an investor and businessman who founded Himalaya Capital. He was born in China, but he currently resides in the United States. He studied at Columbia University where he listened to a lecture from Warren Buffett which inspired him to buy his first stocks. There were rumors that Li Lu would take over Warren Buffett's position at Berkshire Hathaway once Buffett steps down but in 2010 Li Lu withdrew himself from consideration for the job. Li Lu's investment portfolio showcases a strategic selection of established companies, demonstrating his focus on value and long-term growth. The top five stocks reflect Li Lu's conviction in financial services, technology, and diversified holdings.Bank of America Corp., a leading banking institution, reflects Li Lu’s confidence in the traditional financial sector's resilience and its potential for steady returns amid economic cycles.Alphabet Inc - Ordinary Shares - Class C embodies a high-growth trajectory with an emphasis on innovation and market dominance in online advertising and various tech segments, devoid of voting rights but with the same economic exposure as Class A shares.Alphabet Inc - Ordinary Shares - Class A represents a stake in a technological juggernaut with added voting power, signaling Li Lu’s strong belief in Alphabet's enduring strength and leadership in global technology advancements.Berkshire Hathaway Inc. - Ordinary Shares - Class B, mirrors Li Lu’s admiration for Warren Buffett’s approach to investing, consisting of a diverse array of subsidiaries and stock investments that offer both stability and the potential for appreciation.Finally, East West Bancorp, Inc., a regional bank focusing primarily on the United States and China, signifies Li Lu’s interest in niche financial markets and his foresight in recognizing valuable players within the international banking scene.These investments align with Li Lu's overall strategy of picking robust, industry-leading companies capable of sustaining profitability and ensuring durable competitive advantages—a philosophy appealing to investors aiming for well-researched, quality stock picks in their own portfolios.
Track Li Lu
Don't miss a trade. Get notified when Li Lu makes his next trade, It's Free!