- Reported value
- $731.35M
- Portfolio weight
- 22.85%
Quarterly change: increased +3.8%
Institutional 13F data
Himalaya Capital Management LLC 13F
See 14 stock and ETF positions for Q1 2026, including 7 new or increased positions and 2 reductions or exits, with the original SEC filing. Put and call options are excluded.
13F filing follow-along calculator
If KRW 1,000,000 followed the new and increased positions
Checking current prices and calculating the KRW 1,000,000 result.
Himalaya Capital Management LLC 13F top holdings
Q1 2026 · 14 stock & ETF positions · Filed 2026-05-15 · Data updated 2026-06-09
Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.
- Reported stock & ETF value
- $3.2B
- Top 10 concentration
- 95.6%
#2
GOOGALPHABET INC
- Reported value
- $703.18M
- Portfolio weight
- 21.97%
Quarterly change: decreased -3.6%
#3
PDDPDD HOLDINGS INC
- Reported value
- $470.85M
- Portfolio weight
- 14.71%
Quarterly change: unchanged
#4
BRK.BBERKSHIRE HATHAWAY INC DEL
- Reported value
- $430.2M
- Portfolio weight
- 13.44%
Quarterly change: unchanged
#5
EWBCEAST WEST BANCORP INC
- Reported value
- $296.4M
- Portfolio weight
- 9.26%
Quarterly change: unchanged
#6
BACBK OF AMERICA CORP
- Reported value
- $146.15M
- Portfolio weight
- 4.57%
Quarterly change: decreased -71.3%
#7
OXYOCCIDENTAL PETE CORP
- Reported value
- $95.32M
- Portfolio weight
- 2.98%
Quarterly change: unchanged
#8
CROXCROCS INC
- Reported value
- $73.65M
- Portfolio weight
- 2.30%
Quarterly change: increased +41.2%
#9
TMETENCENT MUSIC ENTMT GROUP
- Reported value
- $61.16M
- Portfolio weight
- 1.91%
Quarterly change: new position
- Reported value
- $51.66M
- Portfolio weight
- 1.61%
Quarterly change: new position
#11
HRBBLOCK H & R INC
- Reported value
- $51.64M
- Portfolio weight
- 1.61%
Quarterly change: new position
#12
MCOMOODYS CORP
- Reported value
- $51.38M
- Portfolio weight
- 1.61%
Quarterly change: new position
Largest new or increased positions
- Reported value
- $731.35M
- Portfolio weight
- 22.85%
Quarterly change: increased +3.8%
#2
CROXCROCS INC
- Reported value
- $73.65M
- Portfolio weight
- 2.30%
Quarterly change: increased +41.2%
#3
TMETENCENT MUSIC ENTMT GROUP
- Reported value
- $61.16M
- Portfolio weight
- 1.91%
Quarterly change: new position
- Reported value
- $51.66M
- Portfolio weight
- 1.61%
Quarterly change: new position
#5
HRBBLOCK H & R INC
- Reported value
- $51.64M
- Portfolio weight
- 1.61%
Quarterly change: new position
#6
MCOMOODYS CORP
- Reported value
- $51.38M
- Portfolio weight
- 1.61%
Quarterly change: new position
#7
MSCIMSCI INC
- Reported value
- $10.21M
- Portfolio weight
- 0.32%
Quarterly change: new position
Latest 13F filing snapshot
- Reporting period
- 2026-03-31
- Filed
- 2026-05-15
- Stock & ETF positions
- 14
- New or increased
- 7
- Reduced or exited
- 2
- Unchanged
- 5
Top reported buys
Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.
View original SEC filings ↗