Himalaya Capital (Li Lu) discloses updated portfolio positions in 13F filing: New PDD position, Lowered BAC holding, Maintained EWBC GOOGL GOOG OXY SOC BRK.B holdings
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: PDD (4.61 mln shares)
- Maintained: EWBC (2.78 mln shares), GOOGL (2.54 mln shares), GOOG (2.45 mln shares), OXY (1.47 mln shares), SOC (1.34 mln shares), BRK.B (0.9 mln shares)
- Decreased: BAC (to 10.43 mln shares from 13.85 mln shares)