李
持仓快照
李录
Himalaya Capital Management LLC
8 持仓·6 已清仓·总计 37.0亿·2026 Q2 · 数据来源 SEC 13F
| # | 股票 Stock | 仓位 % of Portfolio | 近期动作 Recent Activity | 持股 Shares | 申报价 Reported Price* | 市值（亿） Value |
|---|---|---|---|---|---|---|
| 1 | 谷歌（GOOGL）ALPHABET | 24.54% | — | 2,543,300 | $357.37 | 9.09亿 |
| 2 | 谷歌（GOOG）ALPHABET | 23.39% | — | 2,451,300 | $353.33 | 8.66亿 |
| 3 | PDD Holdings Inc.（PDD）PDD Holdings Inc. | 22.16% | ↑ +133.5% | 10,761,119 | $76.28 | 8.21亿 |
| 4 | BERKSHIRE HATHAWAY INC（BRK-B）BERKSHIRE HATHAWAY INC | 14.97% | ↑ +23.5% | 1,108,318 | $500.39 | 5.55亿 |
| 5 | 华美银行（EWBC）EAST WEST BANCORP | 9.67% | — | 2,776,351 | $129.09 | 3.58亿 |
| 6 | 卡骆驰（CROX）CROCS | 2.89% | — | 887,093 | $120.64 | 1.07亿 |
| 7 | 腾讯音乐娱乐集团（TME）TENCENT MUSIC ENTMT | 1.48% | — | 6,590,836 | $8.35 | 0.55亿 |
| 8 | Apple Inc.（AAPL）Apple Inc. | 0.86% | — | 110,600 | $289.36 | 0.32亿 |
| 9 | 美国银行（BAC）BANK AMERICA | 0.00% | Sold Out | 2,997,987 | $48.75 | 1.46亿 |
| 10 | 西方石油（OXY）OCCIDENTAL PETE | 0.00% | Sold Out | 1,466,500 | $65.00 | 0.95亿 |
| 11 | 区块H&R公司（HRB）BLOCK H & R | 0.00% | Sold Out | 1,626,906 | $31.74 | 0.52亿 |
| 12 | 标普全球（SPGI）S&P GLOBAL | 0.00% | Sold Out | 121,463 | $425.34 | 0.52亿 |
| 13 | 穆迪（MCO）MOODYS | 0.00% | Sold Out | 117,784 | $436.25 | 0.51亿 |
| 14 | 明晟公司（MSCI）MSCI | 0.00% | Sold Out | 18,939 | $539.01 | 0.10亿 |
数据来源：SEC EDGAR 13F-HR · 数值为申报日市值，不构成投资建议