Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $1,978,262 (100.0% shares, 0.0% debt)

Holdings (6)

MU MICRON TECHNOLOGY INC 51.2%

Value ($000) $1,012,344 Shares 11,476,523 Est. Cost $47.43 Unrealized +74.5%

BAC BK OF AMERICA CORP 24.2%

Value ($000) $478,169 Shares 12,358,987 Est. Cost $25.91 Unrealized +18.2%

GOOG ALPHABET INC 9.0%

Value ($000) $177,695 Shares 85,900 Est. Cost $66.98 Unrealized +47.0%

META FACEBOOK INC 8.5%

Value ($000) $168,648 Shares 572,600 Est. Cost $233.79 Unrealized +14.4%

AAPL APPLE INC 4.7%

Value ($000) $92,785 Shares 759,600 Est. Cost $117.01 Unrealized +6.9%

PDD PINDUODUO INC 2.5%

Value ($000) $48,621 Shares 363,165 Est. Cost $177.67 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	11,476,523	$1,012,344	51.2%	$47.43	+74.5%	COM	595112103
BAC	BK OF AMERICA CORP	12,358,987	$478,169	24.2%	$25.91	+18.2%	COM	060505104
GOOG	ALPHABET INC	85,900	$177,695	9.0%	$66.98	+47.0%	CAP STK CL C	02079K107
META	FACEBOOK INC	572,600	$168,648	8.5%	$233.79	+14.4%	CL A	30303M102
AAPL	APPLE INC	759,600	$92,785	4.7%	$117.01	+6.9%	COM	037833100
PDD	PINDUODUO INC	363,165	$48,621	2.5%	$177.67	—	SPONSORED ADS	722304102