Himalaya Capital Management LLC
SEATTLE WA · SEC CIK 0001709323
$37.03亿2026Q2 申报市值
8持仓数
100.0%前十大占比 · 第一大 24.5%
0 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PDD 加仓+$4.69亿
BRK/B 加仓+$1.05亿
2026Q2 卖出最多 按季末市值估算
BAC 清仓-$1.46亿
OXY 清仓-$9,532.25万
SPGI 清仓-$5,166.31万
HRB 清仓-$5,163.80万
MCO 清仓-$5,138.33万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $9.09亿 | 24.55% | 2,543,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $8.66亿 | 23.39% | 2,451,300 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $8.21亿 | 22.17% | 10,761,119 | 6,153,119 | 133.5% | $4.69亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.55亿 | 14.98% | 1,108,318 | 210,569 | 23.5% | $1.05亿 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $3.58亿 | 9.68% | 2,776,351 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $1.07亿 | 2.89% | 887,093 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTERTAINM | $5,503.35万 | 1.49% | 6,590,836 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3,200.32万 | 0.86% | 110,600 | 0 | 0.0% | — | 不变 |
| BAC | BK OF AMERICA CORP | $0 | 0.00% | 0 | -2,997,987 | -100.0% | -$1.46亿 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -1,466,500 | -100.0% | -$9,532.25万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -121,463 | -100.0% | -$5,166.31万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -1,626,906 | -100.0% | -$5,163.80万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -117,784 | -100.0% | -$5,138.33万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -18,939 | -100.0% | -$1,020.83万 | 清仓 |