Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $2,711,380 (100.0% shares, 0.0% debt)

Holdings (8)

BAC BK OF AMERICA CORP 29.3%

Value ($000) $794,666 Shares 18,081,133 Est. Cost $28.67 Unrealized +49.4%

GOOG ALPHABET INC 21.4%

Value ($000) $579,699 Shares 3,044,000 Est. Cost $109.73 Unrealized +60.1%

GOOGL ALPHABET INC 17.8%

Value ($000) $481,447 Shares 2,543,300 Est. Cost $100.31 Unrealized +73.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 15.0%

Value ($000) $406,932 Shares 897,749 Est. Cost $280.86 Unrealized +64.4%

EWBC EAST WEST BANCORP INC 9.8%

Value ($000) $265,863 Shares 2,776,351 Est. Cost $60.43 Unrealized +57.0%

AAPL APPLE INC 2.9%

Value ($000) $79,558 Shares 317,700 Est. Cost $117.01 Unrealized +100.4%

OXY OCCIDENTAL PETE CORP 2.7%

Value ($000) $72,460 Shares 1,466,500 Est. Cost $62.02 Unrealized -20.6%

SOC SABLE OFFSHORE CORP 1.1%

Value ($000) $30,755 Shares 1,343,000 Est. Cost $18.00 Unrealized +21.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BAC	BK OF AMERICA CORP	18,081,133	$794,666	29.3%	$28.67	+49.4%	COM	060505104
GOOG	ALPHABET INC	3,044,000	$579,699	21.4%	$109.73	+60.1%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	2,543,300	$481,447	17.8%	$100.31	+73.6%	CAP STK CL A	02079K305
BRK/B	BERKSHIRE HATHAWAY INC DEL	897,749	$406,932	15.0%	$280.86	+64.4%	CL B NEW	084670702
EWBC	EAST WEST BANCORP INC	2,776,351	$265,863	9.8%	$60.43	+57.0%	COM	27579R104
AAPL	APPLE INC	317,700	$79,558	2.9%	$117.01	+100.4%	COM	037833100
OXY	OCCIDENTAL PETE CORP	1,466,500	$72,460	2.7%	$62.02	-20.6%	COM	674599105
SOC	SABLE OFFSHORE CORP	1,343,000	$30,755	1.1%	$18.00	+21.6%	COM	78574H104