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Head-to-head comparison
Li Lu vs Jeffrey Ubben
Li Lu
Q8/10Himalaya Capital
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Jeffrey Ubben
Q8/10ValueAct Capital
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Li % | Jeffrey % |
|---|---|---|
| META | 11.8% | 8.1% |
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Recent moves — Q4 2025
Latest quarter activity for each manager.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.