Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $2,049,392 (100.0% shares, 0.0% debt)

Holdings (6)

MU MICRON TECHNOLOGY INC 47.6%

Value ($000) $975,275 Shares 11,476,523 Est. Cost $47.43 Unrealized +73.6%

BAC BK OF AMERICA CORP 24.9%

Value ($000) $509,561 Shares 12,358,987 Est. Cost $25.91 Unrealized +41.1%

GOOG ALPHABET INC 10.5%

Value ($000) $215,293 Shares 85,900 Est. Cost $66.98 Unrealized +76.6%

META FACEBOOK INC 9.7%

Value ($000) $199,099 Shares 572,600 Est. Cost $233.79 Unrealized +36.3%

AAPL APPLE INC 5.1%

Value ($000) $104,035 Shares 759,600 Est. Cost $117.01 Unrealized +8.1%

PDD PINDUODUO INC 2.3%

Value ($000) $46,129 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	$975,275	47.6%	$47.43	+73.6%	COM	595112103
BAC	BK OF AMERICA CORP	12,358,987	$509,561	24.9%	$25.91	+41.1%	COM	060505104
GOOG	ALPHABET INC	85,900	$215,293	10.5%	$66.98	+76.6%	CAP STK CL C	02079K107
META	FACEBOOK INC	572,600	$199,099	9.7%	$233.79	+36.3%	CL A	30303M102
AAPL	APPLE INC	759,600	$104,035	5.1%	$117.01	+8.1%	COM	037833100
PDD	PINDUODUO INC	363,165	$46,129	2.3%	$177.67	—	SPONSORED ADS	722304102