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Himalaya Capital Management LLC

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13F filer, CIK 1709323, SEATTLE, WA

Himalaya Capital Management LLC reported $3,568,876,223 across 9 holdings for the quarter ended 2025-12-31, in a 13F-HR/A filed 2026-02-19.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002043585-26-000012

Period
2025-12-31
Reported value
$3.57B
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CROXnew+628,159$53.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SOCexited-1,343,000-$23.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR/A 0002043585-26-000012, largest first. % of portfolio is the value over $3,568,876,223, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543,300 shares; 2024Q4: 2,543,300 shares; 2025Q1: 2,543,300 shares; 2025Q2: 2,543,300 shares; 2025Q3: 2,543,300 shares; 2025Q4: 2,543,300 shares 2,543,300$796M22.31%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044,000 shares; 2024Q4: 3,044,000 shares; 2025Q1: 2,451,300 shares; 2025Q2: 2,451,300 shares; 2025Q3: 2,451,300 shares; 2025Q4: 2,451,300 shares 2,451,300$769M21.55%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,081,133 shares; 2024Q4: 18,081,133 shares; 2025Q1: 13,846,633 shares; 2025Q2: 10,431,387 shares; 2025Q3: 10,431,387 shares; 2025Q4: 10,431,387 shares 10,431,387$574M16.08%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,608,000 shares; 2025Q3: 4,608,000 shares; 2025Q4: 4,608,000 shares 4,608,000$523M14.64%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,749 shares; 2024Q4: 897,749 shares; 2025Q1: 897,749 shares; 2025Q2: 897,749 shares; 2025Q3: 897,749 shares; 2025Q4: 897,749 shares 897,749$451M12.64%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776,351 shares; 2024Q4: 2,776,351 shares; 2025Q1: 2,776,351 shares; 2025Q2: 2,776,351 shares; 2025Q3: 2,776,351 shares; 2025Q4: 2,776,351 shares 2,776,351$312M8.74%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466,500 shares; 2024Q4: 1,466,500 shares; 2025Q1: 1,466,500 shares; 2025Q2: 1,466,500 shares; 2025Q3: 1,466,500 shares; 2025Q4: 1,466,500 shares 1,466,500$60.3M1.69%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 628,159 shares 628,159$53.7M1.51%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,700 shares; 2024Q4: 317,700 shares; 2025Q1: 110,600 shares; 2025Q2: 110,600 shares; 2025Q3: 110,600 shares; 2025Q4: 110,600 shares 110,600$30.1M0.84%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SOCSABLE OFFSHORE CORP1,343,000$23.4Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002043585-26-000011 superseded2026-02-17acceptance time not in the bulk data set
13F-HR/A 0002043585-26-000012 baserestatement2026-02-19acceptance time not in the bulk data set