Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $3,230,265 (100.0% shares, 0.0% debt)

Holdings (9)

GOOGL ALPHABET INC 19.1%

Value ($000) $618,276 Shares 2,543,300 Est. Cost $100.31 Unrealized +108.5%

PDD PDD HOLDINGS INC 18.9%

Value ($000) $609,039 Shares 4,608,000 Est. Cost $104.66 Unrealized —

GOOG ALPHABET INC 18.5%

Value ($000) $597,014 Shares 2,451,300 Est. Cost $109.73 Unrealized +91.3%

BAC BK OF AMERICA CORP 16.7%

Value ($000) $538,155 Shares 10,431,387 Est. Cost $28.67 Unrealized +68.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 14.0%

Value ($000) $451,334 Shares 897,749 Est. Cost $280.86 Unrealized +72.5%

EWBC EAST WEST BANCORP INC 9.1%

Value ($000) $295,543 Shares 2,776,351 Est. Cost $60.43 Unrealized +71.6%

OXY OCCIDENTAL PETE CORP 2.1%

Value ($000) $69,292 Shares 1,466,500 Est. Cost $62.02 Unrealized -27.9%

AAPL APPLE INC 0.9%

Value ($000) $28,162 Shares 110,600 Est. Cost $117.01 Unrealized +92.8%

SOC SABLE OFFSHORE CORP 0.7%

Value ($000) $23,449 Shares 1,343,000 Est. Cost $18.00 Unrealized +42.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	2,543,300	$618,276	19.1%	$100.31	+108.5%	CAP STK CL A	02079K305
PDD	PDD HOLDINGS INC	4,608,000	$609,039	18.9%	$104.66	—	SPONSORED ADS	722304102
GOOG	ALPHABET INC	2,451,300	$597,014	18.5%	$109.73	+91.3%	CAP STK CL C	02079K107
BAC	BK OF AMERICA CORP	10,431,387	$538,155	16.7%	$28.67	+68.6%	COM	060505104
BRK/B	BERKSHIRE HATHAWAY INC DEL	897,749	$451,334	14.0%	$280.86	+72.5%	CL B NEW	084670702
EWBC	EAST WEST BANCORP INC	2,776,351	$295,543	9.1%	$60.43	+71.6%	COM	27579R104
OXY	OCCIDENTAL PETE CORP	1,466,500	$69,292	2.1%	$62.02	-27.9%	COM	674599105
AAPL	APPLE INC	110,600	$28,162	0.9%	$117.01	+92.8%	COM	037833100
SOC	SABLE OFFSHORE CORP	1,343,000	$23,449	0.7%	$18.00	+42.4%	COM	78574H104