Himalaya Capital Management LLC
SEATTLE WA · SEC CIK 0001709323
$32.01亿2026Q1 申报市值
14持仓数
95.6%前十大占比 · 第一大 22.8%
5 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TME 新建仓+$6,116.30万
SPGI 新建仓+$5,166.31万
HRB 新建仓+$5,163.80万
MCO 新建仓+$5,138.33万
CROX 加仓+$2,149.67万
2026Q1 卖出最多 按季末市值估算
BAC 减仓-$3.62亿
2026Q1 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 | $7.31亿 | 22.85% | 2,543,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.03亿 | 21.97% | 2,451,300 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $4.71亿 | 14.71% | 4,608,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.30亿 | 13.44% | 897,749 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $2.96亿 | 9.26% | 2,776,351 | 0 | 0.0% | — | 不变 |
| BAC | BK OF AMERICA CORP | $1.46亿 | 4.57% | 2,997,987 | -7,433,400 | -71.3% | -$3.62亿 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $9,532.25万 | 2.98% | 1,466,500 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $7,364.65万 | 2.30% | 887,093 | 258,934 | 41.2% | $2,149.67万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $6,116.30万 | 1.91% | 6,590,836 | 6,590,836 | — | $6,116.30万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $5,166.31万 | 1.61% | 121,463 | 121,463 | — | $5,166.31万 | 新建仓 |
| HRB | BLOCK H & R INC | $5,163.80万 | 1.61% | 1,626,906 | 1,626,906 | — | $5,163.80万 | 新建仓 |
| MCO | MOODYS CORP | $5,138.33万 | 1.61% | 117,784 | 117,784 | — | $5,138.33万 | 新建仓 |
| AAPL | APPLE INC | $2,806.92万 | 0.88% | 110,600 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,020.83万 | 0.32% | 18,939 | 18,939 | — | $1,020.83万 | 新建仓 |