李录Li Lu
Himalaya Capital · SEC CIK 1709323
季末 · Quarter end
2026-06-30
13F 只包含美股多头、ETF 和期权，不含空头、现金和非美股资产。变动为 2026-06-30 与 2026-03-31 两个季末的股数对比。仅供研究参考，不构成投资建议。 · 13F covers US long equity, ETF and option positions only; no shorts, cash or non-US assets. Changes compare share counts at 2026-06-30 vs 2026-03-31. For research only, not investment advice.
| 股票 · Stock |
市值 · Value |
占比 · Weight |
股数 · Shares |
股数变化 · Chg |
变动 · Action |
|
GOOGL
ALPHABET INC-CL A
|
$908.9M |
24.55% |
2.54M |
-
|
不变 Unchanged |
|
GOOG
ALPHABET INC-CL C
|
$866.1M |
23.39% |
2.45M |
-
|
不变 Unchanged |
|
PDD
PDD HOLDINGS INC
|
$820.9M |
22.17% |
10.76M |
+133.5%
|
加仓 Added |
|
BRK
BERKSHIRE HATHAWAY INC-CL B
|
$554.6M |
14.98% |
1.11M |
+23.5%
|
加仓 Added |
|
EWBC
EAST WEST BANCORP INC
|
$358.4M |
9.68% |
2.78M |
-
|
不变 Unchanged |
|
CROX
CROCS INC
|
$107.0M |
2.89% |
887.1K |
-
|
不变 Unchanged |
|
TME
TENCENT MUSIC ENTERTAINM-ADR
|
$55.0M |
1.49% |
6.59M |
-
|
不变 Unchanged |
|
AAPL
APPLE INC
|
$32.0M |
0.86% |
110.6K |
-
|
不变 Unchanged |
|
BAC
BANK OF AMERICA CORP
|
- |
- |
- |
-3.00M
|
清仓 Sold out |
|
OXY
OCCIDENTAL PETROLEUM CORP
|
- |
- |
- |
-1.47M
|
清仓 Sold out |
|
SPGI
S&P GLOBAL INC
|
- |
- |
- |
-121.5K
|
清仓 Sold out |
|
HRB
H&R BLOCK INC
|
- |
- |
- |
-1.63M
|
清仓 Sold out |
|
MCO
MOODY'S CORP
|
- |
- |
- |
-117.8K
|
清仓 Sold out |
|
MSCI
MSCI INC
|
- |
- |
- |
-18.9K
|
清仓 Sold out |