Skip to content
Disclosery

Himalaya Capital Management LLC

Follow

13F filer, CIK 1709323, SEATTLE, WA

Himalaya Capital Management LLC reported $3,201,226,867 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 95.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002043585-26-000013

Period
2026-03-31
Reported value
$3.2B
Holdings
14
Top 10 weight
95.59%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMEnew+6,590,836$61.2M
SPGInew+121,463$51.7M
HRBnew+1,626,906$51.6M
MCOnew+117,784$51.4M
CROXadded+258,934$21.5M

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
BACreduced-7,433,400-$362M

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, Q1 2026

Share positions as resolved from 13F-HR 0002043585-26-000013, largest first. % of portfolio is the value over $3,201,226,867, 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; 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; 2026Q1: 2,543,300 shares 2,543,300$731M22.85%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,451,300 shares 2,451,300$703M21.97%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,608,000 shares 4,608,000$471M14.71%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 897,749 shares 897,749$430M13.44%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,776,351 shares 2,776,351$296M9.26%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,997,987 shares 2,997,987$146M4.57%-7,433,400Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,466,500 shares 1,466,500$95.3M2.98%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 628,159 shares; 2026Q1: 887,093 shares 887,093$73.6M2.3%+258,934Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,590,836 shares 6,590,836$61.2M1.91%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,463 shares 121,463$51.7M1.61%newTimeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,626,906 shares 1,626,906$51.6M1.61%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,784 shares 117,784$51.4M1.61%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 110,600 shares 110,600$28.1M0.88%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,939 shares 18,939$10.2M0.32%newTimeline

How Q1 2026 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 0002043585-26-000013 base2026-05-15acceptance time not in the bulk data set