Li Lu · quarter digest

What Li Lu did in Q2 2025

Himalaya Capital filed 3 moves in Q2 2025: 1 new, 2 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q8. Philosophy: Long-term value, China expertise, Charlie Munger's protégé.

New positions · 1

Fresh money

PDDPDD HOLDINGS INC

NEW·17.9% book·−12

Adds · 2

ADD +8%·25.1% book·+3

“First of three consecutive BAC adds.”

#	Ticker	Weight	Conviction
1	BAC Bank of America	27.4%	+3
2	GOOG Alphabet	17.1%	−13
3	BRK.B Berkshire Hathaway	16.2%	−1
4	META Meta Platforms	11.8%	−4
5	BABA Alibaba	9.7%	+33

Other quarters for Li Lu

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.