Li Lu (Himalaya Capital Management) Portfolio December 31, 2021
Li Lu, revealed in a recent regulatory filing his newest positions. In his Himalaya Capital Management’s portfolio you can find the top 6 holdings based on Lu’s 13F filings as of December 31, 2021.
I also made more detailed analysis of the top 5 holdings. Check here for latest Li Lu Portfolio Analysis.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | MICRON TECHNOLOGY INC | COM | 1,069,038,000 | 40.1 | 11,476,523 | 93.15 |
| 2 | BK OF AMERICA CORP | COM | 648,975,000 | 24.4 | 14,586,987 | 44.49 |
| 3 | META PLATFORMS INC | CL A | 294,710,000 | 11.1 | 876,200 | 336.35 |
| 4 | BERKSHIRE HATHAWAY INC | CL B NEW | 268,427,000 | 10.1 | 897,749 | 299.0 |
| 5 | ALPHABET INC | CAP STK CL C | 248,559,000 | 9.3 | 85,900 | 2893.59 |
| 6 | APPLE INC | COM | 134,882,000 | 5.1 | 759,600 | 177.57 |
*Price per share is the stock price on the date of the portfolio.