Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $2,212,437 (100.0% shares, 0.0% debt)

Holdings (8)

BAC BK OF AMERICA CORP 26.1%

Value ($000) $577,820 Shares 13,846,633 Est. Cost $28.67 Unrealized +52.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 21.6%

Value ($000) $478,123 Shares 897,749 Est. Cost $280.86 Unrealized +73.1%

GOOGL ALPHABET INC 17.8%

Value ($000) $393,296 Shares 2,543,300 Est. Cost $100.31 Unrealized +80.1%

GOOG ALPHABET INC 17.3%

Value ($000) $382,967 Shares 2,451,300 Est. Cost $109.73 Unrealized +66.3%

EWBC EAST WEST BANCORP INC 11.3%

Value ($000) $249,205 Shares 2,776,351 Est. Cost $60.43 Unrealized +53.5%

OXY OCCIDENTAL PETE CORP 3.3%

Value ($000) $72,386 Shares 1,466,500 Est. Cost $62.02 Unrealized -22.9%

SOC SABLE OFFSHORE CORP 1.5%

Value ($000) $34,072 Shares 1,343,000 Est. Cost $18.00 Unrealized +42.2%

AAPL APPLE INC 1.1%

Value ($000) $24,568 Shares 110,600 Est. Cost $117.01 Unrealized +97.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BAC	BK OF AMERICA CORP	13,846,633	$577,820	26.1%	$28.67	+52.1%	COM	060505104
BRK/B	BERKSHIRE HATHAWAY INC DEL	897,749	$478,123	21.6%	$280.86	+73.1%	CL B NEW	084670702
GOOGL	ALPHABET INC	2,543,300	$393,296	17.8%	$100.31	+80.1%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	2,451,300	$382,967	17.3%	$109.73	+66.3%	CAP STK CL C	02079K107
EWBC	EAST WEST BANCORP INC	2,776,351	$249,205	11.3%	$60.43	+53.5%	COM	27579R104
OXY	OCCIDENTAL PETE CORP	1,466,500	$72,386	3.3%	$62.02	-22.9%	COM	674599105
SOC	SABLE OFFSHORE CORP	1,343,000	$34,072	1.5%	$18.00	+42.2%	COM	78574H104
AAPL	APPLE INC	110,600	$24,568	1.1%	$117.01	+97.2%	COM	037833100