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Himalaya Capital Management LLC

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13F filer, CIK 1709323, SEATTLE, WA

Himalaya Capital Management LLC reported $3,702,921,098 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002043585-26-000022

Period
2026-06-30
Reported value
$3.7B
Holdings
8
Top 10 weight
100%
New
0
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+6,153,119$469M
BRK-Badded+210,569$105M

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
BACexited-2,997,987-$146M
OXYexited-1,466,500-$95.3M
SPGIexited-121,463-$51.7M
HRBexited-1,626,906-$51.6M
MCOexited-117,784-$51.4M

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, Q2 2026

Share positions as resolved from 13F-HR 0002043585-26-000022, largest first. % of portfolio is the value over $3,702,921,099, 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; 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; 2026Q2: 2,543,300 shares 2,543,300$909M24.55%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,451,300 shares 2,451,300$866M23.39%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,761,119 shares 10,761,119$821M22.17%+6,153,119Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,108,318 shares 1,108,318$555M14.98%+210,569Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,776,351 shares 2,776,351$358M9.68%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 628,159 shares; 2026Q1: 887,093 shares; 2026Q2: 887,093 shares 887,093$107M2.89%0Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,590,836 shares; 2026Q2: 6,590,836 shares 6,590,836$55M1.49%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 110,600 shares 110,600$32M0.86%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
BACBANK OF AMER CORP2,997,987$146Mshares
OXYOCCIDENTAL PETE CORP1,466,500$95.3Mshares
SPGIS&P GLOBAL INC121,463$51.7Mshares
HRBBLOCK H & R INC1,626,906$51.6Mshares
MCOMOODYS CORP117,784$51.4Mshares
MSCIMSCI INC18,939$10.2Mshares

How Q2 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 0002043585-26-000022 base2026-08-14acceptance time not in the bulk data set