Himalaya Capital Management LLC holdings history

14 is the total number of securities Himalaya Capital Management LLC has owned. The longest Himalaya Capital Management LLC has owned a single stock is 14 quarters.

Himalaya Capital Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MU MICRON TECHNOLOGY INC141420.20%44.73%100.00%Q4 2019Q1 202314
BAC BK OF AMERICA CORP131320.63%25.44%36.79%Q1 2020Q1 202313
GOOG ALPHABET INC12128.29%11.92%17.77%Q2 2020Q1 202312
AAPL APPLE INC10104.69%5.38%6.14%Q4 2020Q1 202310
FB META PLATFORMS INC888.19%12.57%26.58%Q2 2020Q1 20228
BRKB BERKSHIRE HATHAWAY INC...7710.07%12.80%14.39%Q3 2021Q1 20237
SINA Sina Corp662.85%43.84%76.24%Q4 2016Q1 20186
BIDU Baidu Inc667.57%14.69%19.01%Q2 2017Q3 20186
BABA ALIBABA GROUP HLDG LTD314.77%58.99%87.47%Q1 2018Q1 20204
GOOGL ALPHABET INC445.20%8.82%12.94%Q2 2022Q1 20234
WB Weibo Corp443.66%5.92%7.57%Q2 2017Q1 20184
PDD PINDUODUO INC441.53%2.45%3.55%Q4 2020Q3 20214
Baidu Inc2296.79%96.97%97.15%Q4 2016Q1 20172
EWBC EAST WEST BANCORP INC116.25%6.25%6.25%Q1 2023Q1 20231

The securities at the top of the list , including MICRON TECHNOLOGY INC, BK OF AMERICA CORP, and ALPHABET INC, are the highest-conviction holdings of Himalaya Capital Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Himalaya Capital Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Himalaya Capital Management LLC owns currently or has owned in the past.