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Head-to-head comparison
Li Lu vs Andreas Halvorsen
Li Lu
Q8/10Himalaya Capital
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Andreas Halvorsen
Q8/10Viking Global Investors
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Li % | Andreas % |
|---|---|---|
| META | 11.8% | 6.4% |
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Recent moves — Q4 2025
Latest quarter activity for each manager.
Andreas Halvorsen
- CHEWYADD +147%
- GOOGLNEW
- ICENEW
- AMZNNEW
- TMONEW
- UNHNEW
- CBNEW
- PGRNEW
- TWNEW
- FIGMANEW
- LOWNEW
- IQVNEW
- METAADD +78%37.53% add — Q4's biggest META buyer.
- VADD +38%
- TSMADD +25%
- CPTADD +24%
- MSFTADD +22%Tiger-style quality compounder add.
- SEAADD +21%
- NVDAADD +18%Still leaning into AI infrastructure.
- TMUSADD +15%
- SHWADD +10%
- TSLAADD +6%
- BLKEXIT
- PFEEXIT
- NFLXEXIT
- NKEEXIT
- KKREXIT
- CMGEXIT
- EWEXIT
- CBREEXIT
- INTUEXIT
- APPEXIT
- TEVAEXIT
- JPMREDUCE -62%
- BACREDUCE -61%
- COFREDUCE -60%
- CVNAREDUCE -49%
- GMREDUCE -48%
- AONREDUCE -45%
- UBSREDUCE -30%
- HCAREDUCE -28%
- BMRNREDUCE -27%
- CSGPREDUCE -22%
- SAIAREDUCE -21%
- SCHWREDUCE -16%
- DHRREDUCE -15%
- CSXREDUCE -13%
- AMDREDUCE -11%
- BBIOREDUCE -10%
- FTVREDUCE -6%
- APIREDUCE -6%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.