Himalaya Capital Management 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Himalaya Capital Management disclosed 9 US equity positions worth $3.2bn in its Q3 2025 13F filing. The largest position was GOOGL at 19.1% of the reported book, followed by PDD and GOOG. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 9 holdings.
What did Himalaya Capital Management own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 19.1% | $618.3m | 2,543,300 | 0% | held |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 18.9% | $609.0m | 4,608,000 | 0% | held |
| 3 | GOOG ALPHABET INC | Communication Services | 18.5% | $597.0m | 2,451,300 | 0% | held |
| 4 | BAC BK OF AMERICA CORP | Financial Services | 16.7% | $538.2m | 10,431,387 | 0% | held |
| 5 | BRK/B BERKSHIRE HATHAWAY INC DEL | 14.0% | $451.3m | 897,749 | 0% | held | |
| 6 | EWBC EAST WEST BANCORP INC | Financial Services | 9.1% | $295.5m | 2,776,351 | 0% | held |
| 7 | OXY OCCIDENTAL PETE CORP | Energy | 2.1% | $69.3m | 1,466,500 | 0% | held |
| 8 | AAPL APPLE INC | Technology | 0.9% | $28.2m | 110,600 | 0% | held |
| 9 | SOC SABLE OFFSHORE CORP | 0.7% | $23.4m | 1,343,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.