Historical portfolio replay
Li Lu / Himalaya Capital snapshot: 1 month replay
Six selected long equity positions from Himalaya Capital Management’s June 30, 2026 filing. Alphabet’s two share classes remain separate. This is a normalized manager disclosure, not Li Lu’s personal account or a live portfolio.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
Replay the allocation in the app
The interactive replay calculates the available close-price history for each holding and shows the result when the data is available for the selected window.
Allocation
Li Lu / Himalaya Capital snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| GOOGL | Alphabet Class A | 29.2% |
| GOOG | Alphabet Class C | 27.8% |
| PDD | PDD Holdings | 26.3% |
| EWBC | East West Bancorp | 11.5% |
| CROX | Crocs | 3.4% |
| TME | Tencent Music Entertainment | 1.8% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Himalaya Capital Management.
Snapshot date: 2026-06-30
Source reviewed: 2026-10-03
Weights normalize the six largest positions with verified five-year replay coverage. Berkshire Class B was excluded because the data service returned it unavailable; Apple falls below the selected six. Alphabet Class A and Class C are separate securities in the same company. Form 13F is delayed and excludes cash, short positions, and non-reportable investments.
Historical windows