Himalaya Capital Management LLC Long-Term Concentrated

CIK: 0001709323 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 19, 2026

Total Value ($000): $3,568,876 (100.0% shares, 0.0% debt)

Holdings (9)

New Positions (1)

CROX CROCS INC 1.5%

Value ($000) $53,720 Shares 628,159 Est. Cost $83.64 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CROX	CROCS INC	628,159	$53,720	1.5%	$83.64	0.0%	COM	227046109

Exited Positions (1)

SOC SABLE OFFSHORE CORP 0.7%

Value ($000) $23,449 Shares 1,343,000 Est. Cost $18.00 Unrealized -47.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SOC	SABLE OFFSHORE CORP	1,343,000	$23,449	0.7%	$18.00	-47.5%	—	78574H104

Unchanged Positions (8)

GOOGL ALPHABET INC 22.3%

Value ($000) $796,053 Shares 2,543,300 Est. Cost $100.31 Unrealized +184.7%

GOOG ALPHABET INC 21.6%

Value ($000) $769,218 Shares 2,451,300 Est. Cost $109.73 Unrealized +160.9%

PDD PDD HOLDINGS INC 14.6%

Value ($000) $522,501 Shares 4,608,000 Est. Cost $104.66 Unrealized —

BAC BK OF AMERICA CORP 16.1%

Value ($000) $573,726 Shares 10,431,387 Est. Cost $28.67 Unrealized +83.7%

EWBC EAST WEST BANCORP INC 8.7%

Value ($000) $312,034 Shares 2,776,351 Est. Cost $60.43 Unrealized +74.0%

OXY OCCIDENTAL PETE CORP 1.7%

Value ($000) $60,302 Shares 1,466,500 Est. Cost $62.02 Unrealized -33.0%

AAPL APPLE INC 0.8%

Value ($000) $30,068 Shares 110,600 Est. Cost $117.01 Unrealized +129.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 12.6%

Value ($000) $451,254 Shares 897,749 Est. Cost $280.86 Unrealized +77.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	2,543,300	$796,053	22.3%	$100.31	+184.7%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	2,451,300	$769,218	21.6%	$109.73	+160.9%	CAP STK CL C	02079K107
PDD	PDD HOLDINGS INC	4,608,000	$522,501	14.6%	$104.66	—	SPONSORED ADS	722304102
BAC	BK OF AMERICA CORP	10,431,387	$573,726	16.1%	$28.67	+83.7%	COM	060505104
EWBC	EAST WEST BANCORP INC	2,776,351	$312,034	8.7%	$60.43	+74.0%	COM	27579R104
OXY	OCCIDENTAL PETE CORP	1,466,500	$60,302	1.7%	$62.02	-33.0%	COM	674599105
AAPL	APPLE INC	110,600	$30,068	0.8%	$117.01	+129.3%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	897,749	$451,254	12.6%	$280.86	+77.1%	CL B NEW	084670702