Filed: 8/14/2024ACC: 0001709323-24-000005
📋 What this filing means
HIMALAYA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $2.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$2.56B
Total AUM (reported)
29.57M
Total Shares
Allocation by class
COM$1.17B45.9%
CAP STK CL C$558.33M21.8%
CAP STK CL A$463.26M18.1%
CL B NEW$365.20M14.3%
Portfolio Concentration
Top 3$1.74B68.0%
4–10$820.94M32.0%
Top 3 weight
68.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 29.57M
Sole
Full voting authority
29.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
BK OF AMERICA CORP
SOLEShares18.08M
TypeSH
Market value$719.09M
28.07%
Sole
18.08M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.04M
TypeSH
Market value$558.33M
21.80%
Sole
3.04M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$463.26M
18.08%
Sole
2.54M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$365.20M
14.26%
Sole
897.75K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$203.31M
7.94%
Sole
2.78M
Shared
0.00
None
0.00
APPLE INC
SOLEShares759.60K
TypeSH
Market value$159.99M
6.25%
Sole
759.60K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$92.43M
3.61%
Sole
1.47M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BK OF AMERICA CORPSOLE | COM | 18.08M | SH | $719.09M 28.07% | 18.08M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.04M | SH | $558.33M 21.80% | 3.04M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.54M | SH | $463.26M 18.08% | 2.54M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $365.20M 14.26% | 897.75K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $203.31M 7.94% | 2.78M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 759.60K | SH | $159.99M 6.25% | 759.60K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $92.43M 3.61% | 1.47M | 0.00 | 0.00 |