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|
*Price per share is the stock price on the date of the portfolio.