Himalaya Capital
Concentrated, long-horizon value
| Company | Weight | Value | Last quarter |
|---|---|---|---|
| GOOGLALPHABET INC | 24.5% | $909M | Unchanged |
| GOOGLALPHABET INC | 23.4% | $866M | Unchanged |
| PDDPDD HOLDINGS INC | 22.2% | $821M | Added +134% |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 15.0% | $555M | Added +23% |
| EWBCEAST WEST BANCORP INC | 9.7% | $358M | Unchanged |
| CROXCROCS INC | 2.9% | $107M | Unchanged |
| TMETENCENT MUSIC ENTERTAINM | 1.5% | $55M | Unchanged |
| AAPLAPPLE INC | 0.9% | $32M | Unchanged |