Li Lu · 5 reported positions · 2026Q2 · CIK 0001709323
Latest 13F-HR on SEC EDGAR$3.1B
reported 13F value
2026Q2 vs 2026Q1 · % of the fund's 13F-reportable US portfolio
| Holding | % of fund | Value | QoQ shares | Trend |
|---|---|---|---|---|
| GOOGL | 47.9% | $1.8B | 0.0% | 2q |
| PDD | 22.2% | $820.9M | +133.5% | — |
| EWBC | 9.7% | $358.4M | 0.0% | — |
| CROX | 2.9% | $107M | 0.0% | — |
| AAPL | 0.9% | $32M | 0.0% |
Compare all Himalaya moves against the whole pod
Every tracked whale, the consensus top 20, and QoQ drill-downs live on the dashboard.
Built from public SEC Form 13F-HR filings, which report US-listed long positions only, up to 45 days after quarter end — holdings may have changed since, and non-US positions are not reportable. Percentages are of the fund's 13F-reportable portfolio, not its total assets. Not investment advice. See our Terms.