Himalaya Capital Management LLC Top Holdings and 13F Report (2026) About Himalaya Capital Management LLCInvestment ActivityHimalaya Capital Management LLC has $3.20 billion in total holdings as of March 31, 2026.Himalaya Capital Management LLC owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 7.73% of the portfolio was purchased this quarter.About 11.32% of the portfolio was sold this quarter.This quarter, Himalaya Capital Management LLC has purchased 9 new stocks and bought additional shares in 1 stock.Himalaya Capital Management LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $731,351,348Alphabet $703,179,918PDD $470,845,440Berkshire Hathaway $430,201,321East West Bancorp $296,403,233 Largest New Holdings this Quarter 88034P109 - Tencent Music Entertainment Group $61,162,958 Holding78409V104 - S&P Global $51,663,072 Holding093671105 - H&R Block $51,637,996 Holding615369105 - Moody's $51,383,270 Holding55354G100 - MSCI $10,208,310 Holding Largest Purchases this Quarter Tencent Music Entertainment Group 6,590,836 shares (about $61.16M)S&P Global 121,463 shares (about $51.66M)H&R Block 1,626,906 shares (about $51.64M)Moody's 117,784 shares (about $51.38M)Crocs 258,934 shares (about $21.50M) Largest Sales this Quarter Bank of America 7,433,400 shares (about $362.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHimalaya Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$731,351,3480.0%2,543,30022.8%Computer and TechnologyGOOGAlphabet$703,179,9180.0%2,451,30022.0%Computer and TechnologyPDDPDD$470,845,4400.0%4,608,00014.7%Retail/WholesaleBRK.BBerkshire Hathaway$430,201,3210.0%897,74913.4%FinanceEWBCEast West Bancorp$296,403,2330.0%2,776,3519.3%FinanceBACBank of America$146,151,866$362,378,249 â–¼-71.3%2,997,9874.6%FinanceOXYOccidental Petroleum$95,322,5000.0%1,466,5003.0%EnergyCROXCrocs$73,646,461$21,496,701 â–²41.2%887,0932.3%Consumer DiscretionaryTMETencent Music Entertainment Group$61,162,958$61,162,958 â–²New Holding6,590,8361.9%Consumer DiscretionarySPGIS&P Global$51,663,072$51,663,072 â–²New Holding121,4631.6%FinanceHRBH&R Block$51,637,996$51,637,996 â–²New Holding1,626,9061.6%Consumer DiscretionaryMCOMoody's$51,383,270$51,383,270 â–²New Holding117,7841.6%FinanceAAPLApple$28,069,1740.0%110,6000.9%Computer and TechnologyMSCIMSCI$10,208,310$10,208,310 â–²New Holding18,9390.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
