Himalaya Capital Portfolio 2023
![Li Lu profile](/static/images/investors/profiles/li-lu.webp)
![Li Lu profile](/static/images/investors/profiles/li-lu.webp)
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 strategy is reflected in his top five stock holdings, showcasing his preference for a mix of financial institutions and technology companies. Leading his portfolio is Bank Of America Corp., representing 29.7% of the total investments, indicating a strong confidence in the banking sector's potential for growth. Alphabet Incβs Ordinary Shares - Class C comes in second with 20.1%, followed closely by Berkshire Hathaway Inc.'s Ordinary Shares - Class B at 17.5%. This diversity illustrates Li Luβs balanced approach towards both tech innovation and stable, long-term value represented by Warren Buffettβs conglomerate.Moreover, Alphabet Incβs Ordinary Shares - Class A, accounting for 16.7% of the portfolio, suggests a significant bet on Alphabet Inc's continued dominance in the digital space. Lastly, East West Bancorp, Inc., making up 9.6% of his investments, highlights a focus on regional banking alongside major national players. This overview not only gives potential investors insight into Li Luβs market approach, focusing on both stability and growth sectors but also reflects strategic diversification within the technology sphere itself, through substantial stakes in both classes of Alphabet Inc's shares. The curated selection of stocks across finance and tech industries underscores Li Lu's recognition of foundational economic sectors alongside new-age digital markets, offering a comprehensive snapshot of where he sees value in the current landscape.
Track Li Lu, It's Free!Performance
1 Year
+28.86%
3 Years
+1.60%
5 Years
+63.81%
10 years
+90.47%
Sectors
Largest Holdings
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Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
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Trades
Bank Of America Corp. (BAC)
- Sector: Commercial Banking
- % of Portfolio: 30.7%
- (Buy) $32.48 β +9.7% β$35.63 (Now)
Alphabet Inc - Ordinary Shares - Class C (GOOG)
- Sector: All Other Telecommunications
- % of Portfolio: 19.6%
- (Buy) $89.55 β +51.0% β$135.24 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)
- Sector: Offices of Other Holding Companies
- % of Portfolio: 17.2%
- (Buy) $280.86 β +43.3% β$402.39 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 16.3%
- (Buy) $103.50 β +29.8% β$134.38 (Now)
East West Bancorp, Inc. (EWBC)
- Sector: Commercial Banking
- % of Portfolio: 10.2%
- (Buy) $65.86 β +16.7% β$76.86 (Now)
Apple Inc (AAPL)
- Sector: Electronic Computer Manufacturing
- % of Portfolio: 6.1%
- (Buy) $120.28 β +40.5% β$169.00 (Now)
Weibo Corp - ADR (WB)
- Sector: All Other Telecommunications
- % of Portfolio: Sold
- (Buy) $64.89 β -86.1% β$9.00 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: Sold
- (Buy) $253.36 β +102.2% β$512.19 (Now)
Sina Corp. (SINA)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $71.67 β -39.6% β$43.26 (Now)
Baidu Inc - ADR (BIDU)
- Sector: All Other Telecommunications
- % of Portfolio: Sold
- (Buy) $181.18 β -46.0% β$97.81 (Now)
Alibaba Group Holding Ltd - ADR (BABA)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $208.72 β -65.2% β$72.54 (Now)
PDD Holdings Inc - ADR (PDD)
- Sector: Electronic Shopping
- % of Portfolio: Sold
- (Buy) $119.57 β -2.0% β$117.14 (Now)
Micron Technology Inc. (MU)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: Sold
- (Buy) $48.62 β +103.6% β$98.98 (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
+28.86%
3 Years
+1.60%
5 Years
+63.81%
10 years
+90.47%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $1.06 Trillion
- Dividend Yield 1.08 %
- Beta 1.2237
- P/E Ratio 15.45
- Negative P/E Ratio NaN
- Profit Margin 22.57%
- PEG 50.71
- Price to Sales Ratio 2.96
- Price to Book Ratio 5.13
- Enterprise Value to EBIT: 22.25
- Enterprise Value to Revenue 4.84
- Total Debt to Enterprise Value 0.26
- Debt to Equity 0.8504
- Quarterly Earnings Growth (YoY) -
- Return on Equity 25.81%
- Return on Assets 10.58%
- Return on Invested Capital 19.64%
Track Li Lu
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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 strategy is reflected in his top five stock holdings, showcasing his preference for a mix of financial institutions and technology companies. Leading his portfolio is Bank Of America Corp., representing 29.7% of the total investments, indicating a strong confidence in the banking sector's potential for growth. Alphabet Incβs Ordinary Shares - Class C comes in second with 20.1%, followed closely by Berkshire Hathaway Inc.'s Ordinary Shares - Class B at 17.5%. This diversity illustrates Li Luβs balanced approach towards both tech innovation and stable, long-term value represented by Warren Buffettβs conglomerate.Moreover, Alphabet Incβs Ordinary Shares - Class A, accounting for 16.7% of the portfolio, suggests a significant bet on Alphabet Inc's continued dominance in the digital space. Lastly, East West Bancorp, Inc., making up 9.6% of his investments, highlights a focus on regional banking alongside major national players. This overview not only gives potential investors insight into Li Luβs market approach, focusing on both stability and growth sectors but also reflects strategic diversification within the technology sphere itself, through substantial stakes in both classes of Alphabet Inc's shares. The curated selection of stocks across finance and tech industries underscores Li Lu's recognition of foundational economic sectors alongside new-age digital markets, offering a comprehensive snapshot of where he sees value in the current landscape.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list![](/static/images/articles/dividend-kings.webp)
Track Li Lu
Don't miss a trade. Get notified when Li Lu makes his next trade, It's Free!