Himalaya Capital Management LLC Activity Q4 2016-Q2 2024

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Q2 2024

			Value		Shares		↓ Weighting
BAC	New	BK OF AMERICA CORP	$719,086,659	–	18,081,133	–	28.07%	–
GOOG	New	ALPHABET INCcap stk cl c	$558,330,480	–	3,044,000	–	21.80%	–
GOOGL	New	ALPHABET INCcap stk cl a	$463,262,095	–	2,543,300	–	18.08%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$365,204,293	–	897,749	–	14.26%	–
EWBC	New	EAST WEST BANCORP INC	$203,312,184	–	2,776,351	–	7.94%	–
AAPL	New	APPLE INC	$159,986,952	–	759,600	–	6.25%	–
OXY	New	OCCIDENTAL PETE CORP	$92,433,495	–	1,466,500	–	3.61%	–

Q4 2023

			Value		Shares		↓ Weighting
AAPL	Exit	APPLE INC	$0	–	-759,600	–	-7.14%	–
EWBC	Exit	EAST WEST BANCORP INC	$0	–	-2,776,351	–	-8.04%	–
BRKB	Exit	BERKSHIRE HATHAWAY INC DELcl b new	$0	–	-897,749	–	-17.28%	–
GOOGL	Exit	ALPHABET INCcap stk cl a	$0	–	-2,543,300	–	-18.29%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-3,044,000	–	-22.05%	–
BAC	Exit	BK OF AMERICA CORP	$0	–	-18,081,133	–	-27.20%	–

Q2 2023

			Value		Shares		↓ Weighting
BAC	New	BK OF AMERICA CORP	$518,748	–	18,081,133	–	28.96%	–
GOOG	New	ALPHABET INCcap stk cl c	$368,233	–	3,044,000	–	20.56%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$306,132	–	897,749	–	17.09%	–
GOOGL	New	ALPHABET INCcap stk cl a	$304,433	–	2,543,300	–	16.99%	–
AAPL	New	APPLE INC	$147,340	–	759,600	–	8.22%	–
EWBC	New	EAST WEST BANCORP INC	$146,564	–	2,776,351	–	8.18%	–

Q4 2022

			Value		Shares		↓ Weighting
GOOGL	Exit	ALPHABET INCcap stk cl a	$0	–	-948,000	–	-5.20%	–
AAPL	Exit	APPLE INC	$0	–	-759,600	–	-6.02%	–
BRKB	Exit	BERKSHIRE HATHAWAY INC DELcl b new	$0	–	-897,749	–	-13.75%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-3,044,000	–	-16.79%	–
BAC	Exit	BK OF AMERICA CORP	$0	–	-14,586,987	–	-25.27%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-11,476,523	–	-32.98%	–

Q3 2022

			Value		Shares		↓ Weighting
GOOG	Buy	ALPHABET INCcap stk cl c	$292,681,000	-12.1%	3,044,000	+1900.0%	16.79%	-5.5%
GOOGL	Buy	ALPHABET INCcap stk cl a	$90,676,000	-12.2%	948,000	+1900.0%	5.20%	-5.7%

Q2 2022

			Value		Shares		↓ Weighting
MU	New	MICRON TECHNOLOGY INC	$634,422,000	–	11,476,523	–	33.86%	–
BAC	New	BK OF AMERICA CORP	$454,093,000	–	14,586,987	–	24.24%	–
GOOG	New	ALPHABET INCcap stk cl c	$332,930,000	–	152,200	–	17.77%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$245,103,000	–	897,749	–	13.08%	–
AAPL	New	APPLE INC	$103,853,000	–	759,600	–	5.54%	–
GOOGL	New	ALPHABET INCcap stk cl a	$103,297,000	–	47,400	–	5.51%	–

Q4 2021

			Value		Shares		↓ Weighting
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-363,165	–	-1.53%	–
AAPL	Exit	APPLE INC	$0	–	-759,600	–	-5.00%	–
FB	Exit	FACEBOOK INCcl a	$0	–	-572,600	–	-9.05%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-85,900	–	-10.66%	–
BRKB	Exit	BERKSHIRE HATHAWAY INCcl b new	$0	–	-897,749	–	-11.41%	–
BAC	Exit	BK OF AMERICA CORP	$0	–	-12,358,987	–	-24.42%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-11,476,523	–	-37.92%	–

Q3 2021

			Value		Shares		↓ Weighting
BRKB	New	BERKSHIRE HATHAWAY INCcl b new	$245,032,000	–	897,749	–	11.41%	–

Q2 2021

			Value		Shares		↓ Weighting
MU	New	MICRON TECHNOLOGY INC	$975,275,000	–	11,476,523	–	47.59%	–
BAC	New	BK OF AMERICA CORP	$509,561,000	–	12,358,987	–	24.86%	–
GOOG	New	ALPHABET INCcap stk cl c	$215,293,000	–	85,900	–	10.50%	–
FB	New	FACEBOOK INCcl a	$199,099,000	–	572,600	–	9.72%	–
AAPL	New	APPLE INC	$104,035,000	–	759,600	–	5.08%	–
PDD	New	PINDUODUO INCsponsored ads	$46,129,000	–	363,165	–	2.25%	–

Q4 2020

			Value		Shares		↓ Weighting
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-85,900	–	-9.63%	–
BAC	Exit	BK OF AMERICA CORP	$0	–	-12,358,987	–	-22.70%	–
FB	Exit	FACEBOOK INCcl a	$0	–	-1,331,000	–	-26.58%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-11,476,523	–	-41.09%	–

Q3 2020

			Value		Shares		↓ Weighting
MU	Buy	MICRON TECHNOLOGY INC	$538,938,000	+5.6%	11,476,523	+15.8%	41.09%	-14.4%
FB	Buy	FACEBOOK INCcl a	$348,589,000	+152.1%	1,331,000	+118.6%	26.58%	+104.5%

Q2 2020

			Value		Shares		↓ Weighting
MU	New	MICRON TECHNOLOGY INC	$510,533,000	–	9,909,423	–	47.99%	–
BAC	New	BK OF AMERICA CORP	$293,526,000	–	12,358,987	–	27.59%	–
FB	New	FACEBOOK INCcl a	$138,263,000	–	608,900	–	13.00%	–
GOOG	New	ALPHABET INCcap stk cl c	$121,429,000	–	85,900	–	11.42%	–

Q4 2018

			Value		Shares		↓ Weighting
BIDU	Exit	Baidu Incspon adr rep a	$0	–	-5,800	–	-13.18%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-53,000	–	-86.82%	–

Q2 2018

			Value		Shares		↓ Weighting
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$9,833,000	–	53,000	–	87.47%	–
BIDU	New	Baidu Incspon adr rep a	$1,409,000	–	5,800	–	12.53%	–

Q4 2017

			Value		Shares		↓ Weighting
WB	Exit	Weibo Corpspon adr	$0	–	-5,230	–	-6.50%	–
BIDU	Exit	Baidu Incspon adr rep a	$0	–	-5,800	–	-18.08%	–
SINA	Exit	Sina Corpord	$0	–	-52,300	–	-75.42%	–

Q2 2017

			Value		Shares		↓ Weighting
SINA	New	Sina Corpord	$4,444,000	–	52,300	–	76.24%	–
BIDU	New	Baidu Incspon adr rep a	$1,037,000	–	5,800	–	17.79%	–
WB	New	Weibo Corpspon adr	$348,000	–	5,230	–	5.97%	–

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