Himalaya Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Himalaya Capital Management disclosed 8 US equity positions worth $3.7bn in its Q2 2026 13F filing. The largest position was GOOGL at 24.5% of the reported book, followed by GOOG and PDD. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 0 among the top 8 holdings.
What did Himalaya Capital Management own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 24.5% | $908.9m | 2,543,300 | 0% | held |
| 2 | GOOG ALPHABET INC | Communication Services | 23.4% | $866.1m | 2,451,300 | 0% | held |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 22.2% | $820.9m | 10,761,119 | 134% | added |
| 4 | BRK/B BERKSHIRE HATHAWAY INC DEL | 15.0% | $554.6m | 1,108,318 | 23% | added | |
| 5 | EWBC EAST WEST BANCORP INC | Financial Services | 9.7% | $358.4m | 2,776,351 | 0% | held |
| 6 | CROX CROCS INC | Consumer Cyclical | 2.9% | $107.0m | 887,093 | 0% | held |
| 7 | TME TENCENT MUSIC ENTERTAINM | Communication Services | 1.5% | $55.0m | 6,590,836 | 0% | held |
| 8 | AAPL APPLE INC | Technology | 0.9% | $32.0m | 110,600 | 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.