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Portfolio (Quarterly) Guide ↗

Himalaya Capital Management LLC

· CIK 0001709323
13F Portfolio $3.7B AUM 8 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 Q3 2025 · All 2 Added 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PDD PDD HOLDINGS INC Consumer Cyclical 10,761,119.0 $820.9M 22.17% +6.2M +133.5% $76.28 +13.5%
2 BERKSHIRE HATHAWAY INC DEL 1,108,318.0 $554.6M 14.98% +211K +23.5% $500.39

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 42.2%
Consumer Cyclical 40.7%
Financial Services 15.7%
Technology 1.4%