Form 13F-HR · filed 2026-08-14 · registrant as filed: Himalaya Capital Management LLC

Himalaya Capital Management LLC holdings, as of 2026-06-30

Name: Form 13F holdings: Himalaya Capital Management LLC, as of 2026-06-30
Creator: Mulden
License: https://creativecommons.org/licenses/by/4.0/

What Himalaya Capital Management LLC reported on Form 13F for the quarter ending 2026-06-30: 8 US-listed positions worth $3.7B. Weighted by reported value the top ten are 100% and the whole list behaves like 5.1 equally weighted positions. Against the 2026-03-31 filing: 0 new, 6 closed, 2 changed by 1% or more in shares.

$3.7BReported value

8Positions

5.1Behaves like

100%Top ten weight

Read this as a filing, not a portfolio. Form 13F covers US-listed long positions and listed options over which Himalaya Capital Management LLC has investment discretion, valued at 2026-06-30 and filed on 2026-08-14. It omits short positions, non-US listings, bonds, cash, and every trade since the period end. It is filed by the registrant; it is not any person's account.

Positions by reported value

#	Issuer	Class	Weight	Value	Shares	vs 2026-03-31
1	ALPHABET INC	CAP STK CL A	24.55%	$909M	2,543,300	—
2	ALPHABET INC	CAP STK CL C	23.39%	$866M	2,451,300	—
3	PDD HOLDINGS INC	SPON ADS	22.17%	$821M	10,761,119	+133.5%
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	14.98%	$555M	1,108,318	+23.5%
5	EAST WEST BANCORP INC	COM	9.68%	$358M	2,776,351	—
6	CROCS INC	COM	2.89%	$107M	887,093	—
7	TENCENT MUSIC ENTERTAINM	SPON ADS	1.49%	$55M	6,590,836	—
8	APPLE INC	COM	0.86%	$32M	110,600	—

Changes since 2026-03-31

New positions (0)

Closed positions (6)

was 4.57%BK OF AMERICA CORP
was 2.98%OCCIDENTAL PETE CORP
was 1.61%S&P GLOBAL INC
was 1.61%BLOCK H & R INC
was 1.60%MOODYS CORP
was 0.32%MSCI INC

Largest increases in shares

+133.5%PDD HOLDINGS INC · now 22.17%
+23.5%BERKSHIRE HATHAWAY INC DEL · now 14.98%

Largest decreases in shares

Share counts compared line by line by CUSIP between the two filings. A change in reported value without a change in shares is a price move, not a trade, and is not listed here.

Source

Form 13F-HR, accession 0002043585-26-000022, on SEC EDGAR · period 2026-06-30 · filed 2026-08-14. Computed fields (weights, effective holdings, top-ten share, changes) are this site's arithmetic on the information table; download the record (CC BY 4.0). All 24 registrants: /managers/.

Cite this

Mulden. (2026). Himalaya Capital Management LLC Form 13F, 2026-06-30. Retrieved 2026-09-15 from https://themulden.com/managers/himalaya-capital-management-llc-1709323/

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