Himalaya Capital discloses updated portfolio positions in 13F filing: New TME HRB SPGI MCO MSCI positions
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: TME (6.59 mln), HRB (1.63 mln), SPGI (121K), MCO (118K), MSCI (19K)
- Increased: CROX (887K from 628K)
- Maintained: PDD (4.61 mln), EWBC (2.78 mln), GOOGL (2.54 mln), GOOG (2.45 mln), OXY (1.47 mln), BRK.B (898K)
- Decreased: BAC (2998K from 10431K)