OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Li Lu (Himalaya Capital)
  • Overview
  • Portfolio9
  • Performance33Q
  • Options
  • Activity48
  • News
Hedge Fund · CIK 0001709323

Li Lu

Himalaya Capital
Share
  • Comms-Heavy
  • Concentrated
  • Mid-Size Fund

Li Lu runs Himalaya Capital, a hedge fund overseeing $3.57B in disclosed equity holdings (SEC CIK 0001709323). The latest portfolio (2025Q4) discloses 9 positions across 5 sectors, with the largest positions in GOOG, GOOGL and BAC. On a mark-to-market basis the tracked portfolio has returned 40.5% over the past year. OpenStocks tracks 33 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Li's filingsView holdings↓
Portfolio
$3.57B
Positions
9
Quarter
2025Q4
Filings tracked
33
1Y+40.5%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
1-YearTWR
+40.47%
since 2024Q4
3-YearTWR
+596.59%
since 2022Q4
5-YearTWR
+95.06%
since 2020Q4
10-Yearbacktest
+405.54%
since 2016-04-21

Methodology: TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) · actual tiles use a real 13F snapshot marked to today · backtest tiles re-price the current book to historical prices.

Performance overview

We mark Li Lu (Himalaya Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Li’s portfolio is 40.5% over the last 12 months.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Li Lu
+59.9%
SPY
+69.5%
Alpha
-9.6pp
1053961391822021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$482M+$241M$0-$241M-$482M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$30M
Lifetime buys
$938M
Lifetime sells
$828M
Portfolio over time
AUMPositions
$0$1.18B$2.36B$3.57B96'22Q1'23Q4'25Q4
QoQ AUM
+10.5%
16Q lifetime AUM
+50.0%
QoQ positions
+0
16Q lifetime positions
+3
Position concentration
7 positions
Top 1
25%
of book
  • Top 125%$517KBAC
  • Top 2-562%$1.3MMU, GOOG, BRK.B
  • Top 6-1012%$253KEWBC, AAPL
  • Top 11-200%$0—
  • Rest0%$0—