Himalaya Capital Management LLC

Bought Tencent Music Entmt, trimmed Alphabet. Portfolio down 10% to $3.2B.

$3.2B portfolio14 holdingstop 10 = 96%filed 2026-05-15

1GOOGLAlphabet Inc22.85%
$731.4M - 2.5M shares+92K
2GOOGAlphabet Inc21.97%
$703.2M - 2.5M shares-92K
3PDDPDD Holdings Inc14.71%
$470.8M - 4.6M shares-
4Berkshire Hathaway Inc Del13.44%
$430.2M - 898K shares-
5EWBCEast West Bancorp Inc9.26%
$296.4M - 2.8M shares-
6BACBK Of America Corp4.57%
$146.2M - 3.0M shares-7.4M
7OXYOccidental Pete Corp2.98%
$95.3M - 1.5M shares-
8CROXCrocs Inc2.30%
$73.6M - 887K shares+259K
9TMETencent Music Entmt Group1.91%
$61.2M - 6.6M sharesNEW
10SPGIS&P Global Inc1.61%
$51.7M - 121K sharesNEW
11HRBBlock H & R Inc1.61%
$51.6M - 1.6M sharesNEW
12MCOMoodys Corp1.61%
$51.4M - 118K sharesNEW
13AAPLApple Inc0.88%
$28.1M - 111K shares-
14MSCIMsci Inc0.32%
$10.2M - 19K sharesNEW

#	Stock
1	GOOGLAlphabet Inc	22.85%	$731.4M	2.5M	+92K
2	GOOGAlphabet Inc	21.97%	$703.2M	2.5M	-92K
3	PDDPDD Holdings Inc	14.71%	$470.8M	4.6M	-
4	Berkshire Hathaway Inc Del	13.44%	$430.2M	898K	-
5	EWBCEast West Bancorp Inc	9.26%	$296.4M	2.8M	-
6	BACBK Of America Corp	4.57%	$146.2M	3.0M	-7.4M
7	OXYOccidental Pete Corp	2.98%	$95.3M	1.5M	-
8	CROXCrocs Inc	2.30%	$73.6M	887K	+259K
9	TMETencent Music Entmt Group	1.91%	$61.2M	6.6M	NEW
10	SPGIS&P Global Inc	1.61%	$51.7M	121K	NEW
11	HRBBlock H & R Inc	1.61%	$51.6M	1.6M	NEW
12	MCOMoodys Corp	1.61%	$51.4M	118K	NEW
13	AAPLApple Inc	0.88%	$28.1M	111K	-
14	MSCIMsci Inc	0.32%	$10.2M	19K	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.