Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $2,689,202 (100.0% shares, 0.0% debt)

Holdings (9)

BAC BK OF AMERICA CORP 18.4%

Value ($000) $493,613 Shares 10,431,387 Est. Cost $28.67 Unrealized +44.5%

PDD PDD HOLDINGS INC 17.9%

Value ($000) $482,273 Shares 4,608,000 Est. Cost $104.66 Unrealized —

GOOGL ALPHABET INC 16.7%

Value ($000) $448,206 Shares 2,543,300 Est. Cost $100.31 Unrealized +62.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 16.2%

Value ($000) $436,100 Shares 897,749 Est. Cost $280.86 Unrealized +80.8%

GOOG ALPHABET INC 16.2%

Value ($000) $434,836 Shares 2,451,300 Est. Cost $109.73 Unrealized +50.2%

EWBC EAST WEST BANCORP INC 10.4%

Value ($000) $280,356 Shares 2,776,351 Est. Cost $60.43 Unrealized +43.5%

OXY OCCIDENTAL PETE CORP 2.3%

Value ($000) $61,608 Shares 1,466,500 Est. Cost $62.02 Unrealized -33.6%

SOC SABLE OFFSHORE CORP 1.1%

Value ($000) $29,519 Shares 1,343,000 Est. Cost $18.00 Unrealized +29.2%

AAPL APPLE INC 0.8%

Value ($000) $22,692 Shares 110,600 Est. Cost $117.01 Unrealized +72.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BAC	BK OF AMERICA CORP	10,431,387	$493,613	18.4%	$28.67	+44.5%	COM	060505104
PDD	PDD HOLDINGS INC	4,608,000	$482,273	17.9%	$104.66	—	SPONSORED ADS	722304102
GOOGL	ALPHABET INC	2,543,300	$448,206	16.7%	$100.31	+62.8%	CAP STK CL A	02079K305
BRK/B	BERKSHIRE HATHAWAY INC DEL	897,749	$436,100	16.2%	$280.86	+80.8%	CL B NEW	084670702
GOOG	ALPHABET INC	2,451,300	$434,836	16.2%	$109.73	+50.2%	CAP STK CL C	02079K107
EWBC	EAST WEST BANCORP INC	2,776,351	$280,356	10.4%	$60.43	+43.5%	COM	27579R104
OXY	OCCIDENTAL PETE CORP	1,466,500	$61,608	2.3%	$62.02	-33.6%	COM	674599105
SOC	SABLE OFFSHORE CORP	1,343,000	$29,519	1.1%	$18.00	+29.2%	COM	78574H104
AAPL	APPLE INC	110,600	$22,692	0.8%	$117.01	+72.1%	COM	037833100