Himalaya Capital Management LLC SEC 13F Filing (Q2 2026) — Holdings & Portfolio
Himalaya Capital Management LLCCIK: 0001709323
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$3.7B
Reporting period: 2026-06-30 · Number of holdings: 8
Himalaya Capital Management LLC disclosed 8 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.7B and a quarterly turnover rate of 38.4%.
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Personality snowflake
- Concentration
- 78.81
- Portfolio Stability
- 38.43
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 16
- Sizing Uniformity
- 91.88
Himalaya Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.197 — mathematically equivalent to about 5 equally-sized positions, close to its 8 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.81), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 14.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd PDD
+133.5% $350.0M
Sold out BAC
Sold out OXY
Add GOOGL
0.0% $177.5M
Sold out SPGI
Sold out HRB
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 24.55% | +1.70% | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 23.39% | +1.42% | — | |
| 3 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 22.17% | +7.46% | +133.53% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 14.98% | +1.54% | +23.46% | |
| 5 | EWBC | East West Bancorp Inc | Stock-Financials | 9.68% | +0.42% | — | |
| 6 | CROX | Crocs Inc | Stock-Consumer Disc | 2.89% | +0.59% | — | |
| 7 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 1.49% | -0.42% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.02% | — |
Portfolio Performance
Performance for Q3 2026
-2.1%
Performance Last 4 Quarters
+26.4%
Based on 87% of reported portfolio value with available pricing
- Stdev
- +20.6%
- Beta
- +1.17
- Alpha
- +3.5%
- Max Drawdown
- -17.8%
- Annualized Perf
- +28.1%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +2.91
- Stutzer
- +0.4
- Treynor
- +0.23
- Sterling
- +1.39
- Calmar
- +1.57
- Information Ratio
- +0.49
- Tracking Error
- +14.1%
- Stdev Down
- +9.3%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +73.2%
- Worst 12 Months
- +4.8%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.31
- Stdev Sectors
- +21.7%
- Skewness
- +0.5
- Kurtosis
- +0.63
- Upside Potential
- +4.65
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 8 | $3.7B | 38 | ||
| 2026 Q1 | 14 | $3.2B | 27 | ||
| 2025 Q4 | 9 | $3.6B | 17 | ||
| 2025 Q3 | 9 | $3.2B | 40 | ||
| 2025 Q2 | 9 | $2.7B | 0 | ||
| 2025 Q1 | 8 | $2.2B | 100 | ||
| 2024 Q4 | 8 | $2.7B | 0 | ||
| 2024 Q3 | 8 | $2.5B | 0 | ||
| 2024 Q2 | 7 | $2.6B | 0 | ||
| 2024 Q1 | 6 | $2.3B | 0 | ||
| 2023 Q4 | 6 | $2.1B | 0 | ||
| 2023 Q3 | 6 | $1.8B | 0 | ||
| 2023 Q2 | 6 | $1.8B | 0 | ||
| 2023 Q1 | 7 | $2.0B | 0 | ||
| 2022 Q4 | 6 | $1.9B | 0 | ||
| 2022 Q3 | 6 | $1.7B | 0 | ||
| 2022 Q2 | 6 | $1.9B | 0 | ||
| 2022 Q1 | 6 | $2.4B | 0 | ||
| 2021 Q4 | 6 | $2.7B | 0 | ||
| 2021 Q3 | 7 | $2.1B | 0 | ||
| 2021 Q2 | 6 | $2.0B | 98 | ||
| 2021 Q1 | 6 | $2.0B | 21 | ||
| 2020 Q4 | 6 | $1.8B | 43 | ||
| 2020 Q3 | 4 | $1.3B | 21 | ||
| 2020 Q2 | 4 | $1.1B | 47 | ||
| 2020 Q1 | 3 | $713.2M | 53 | ||
| 2019 Q4 | 1 | $420.3M | 100 | ||
| 2018 Q3 | 2 | $10.1M | 11 | ||
| 2018 Q2 | 2 | $11.2M | 44 | ||
| 2018 Q1 | 4 | $17.1M | 83 | ||
| 2017 Q4 | 3 | $7.1M | 11 | ||
| 2017 Q3 | 3 | $8.0M | 31 | ||
| 2017 Q2 | 3 | $5.8M | 100 | ||
| 2017 Q1 | 2 | $117.6M | 5 | 1BIDU2G81477 | |
| 2016 Q4 | 2 | $111.6M | 0 | 1BIDU2G81477 |
Holding changes this quarter
Himalaya Capital Management LLC's most significant position changes for 2026-06-30: Sold out: Bank Of America CORP (BAC); Sold out: Occidental Petroleum CORP (OXY); Sold out: S&p Global Inc (SPGI); Sold out: H&r Block Inc (HRB); Sold out: Moody's CORP (MCO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +7.5% | +133.53% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.7% | — | Unchanged |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | +23.46% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +1.4% | — | Unchanged |
| 5 | CROX | Crocs Inc | +0.6% | — | Unchanged |
| 6 | EWBC | East West Bancorp Inc | +0.4% | — | Unchanged |
| 7 | AAPL | Apple Inc | 0% | — | Unchanged |
| 8 | MSCI | Msci Inc | -0.3% | EXIT | Sold out |
| 9 | TME | Tencent Music Entertainm-adr | -0.4% | — | Unchanged |
| 10 | SPGI | S&p Global Inc | -1.6% | EXIT | Sold out |
| 11 | HRB | H&r Block Inc | -1.6% | EXIT | Sold out |
| 12 | MCO | Moody's CORP | -1.6% | EXIT | Sold out |
| 13 | OXY | Occidental Petroleum CORP | -3% | EXIT | Sold out |
| 14 | BAC | Bank Of America CORP | -4.6% | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Himalaya Capital Management LLC and what type of investor is it?
Himalaya Capital Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.7B, spread across 8 disclosed positions.
What are Himalaya Capital Management LLC's largest equity positions?
Based on the latest 13F filing, Himalaya Capital Management LLC's top holdings by market value are:
1. Alphabet Inc-cl A (GOOGL) — $908.9M (24.6%)
2. Alphabet Inc-cl C (GOOG) — $866.1M (23.4%)
3. Pdd Holdings Inc (PDD) — $820.9M (22.2%)
4. Berkshire Hathaway Inc-cl B (BRK-B) — $554.6M (15.0%)
5. East West Bancorp Inc (EWBC) — $358.4M (9.7%)
What changes did Himalaya Capital Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Himalaya Capital Management LLC made 8 notable position adjustments: 0 new positions were initiated, 2 existing holdings were added to, 0 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Bank Of America CORP (BAC); Sold out: Occidental Petroleum CORP (OXY); Sold out: S&p Global Inc (SPGI); Sold out: H&r Block Inc (HRB); Sold out: Moody's CORP (MCO)
What sectors does Himalaya Capital Management LLC focus on?
Himalaya Capital Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 58.1%
• Consumer Discretionary: 29.5%
• Financials: 11.4%
• Information Technology: 1.0%
Investment Profile
Himalaya Capital Management LLC returned an annualized 28.1% over the trailing 36 months — outperforming the S&P 500 by 3.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.17 (more volatile than the market) and a 56% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 58.1% of the portfolio concentrated in Communication Services.
Its turnover score has risen from 0 to 38 over the past 4 quarters — a shift toward more active trading.
It has added to its CROX position for two straight quarters, increasing it by $53.3M to reach $107.0M.
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