Filed: 11/14/2024ACC: 0001709323-24-000009
📋 What this filing means
HIMALAYA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $2.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$2.47B
Total AUM (reported)
30.47M
Total Shares
Allocation by class
COM$1.13B45.6%
CAP STK CL C$508.93M20.6%
CAP STK CL A$421.81M17.1%
CL B NEW$413.20M16.7%
Portfolio Concentration
Top 3$1.65B66.7%
4–10$824.26M33.3%
Top 3 weight
66.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 30.47M
Sole
Full voting authority
30.47M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
BK OF AMERICA CORP
SOLEShares18.08M
TypeSH
Market value$717.46M
29.02%
Sole
18.08M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.04M
TypeSH
Market value$508.93M
20.58%
Sole
3.04M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$421.81M
17.06%
Sole
2.54M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$413.20M
16.71%
Sole
897.75K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$229.72M
9.29%
Sole
2.78M
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$75.58M
3.06%
Sole
1.47M
Shared
0.00
None
0.00
APPLE INC
SOLEShares317.70K
TypeSH
Market value$74.02M
2.99%
Sole
317.70K
Shared
0.00
None
0.00
SABLE OFFSHORE CORP
SOLEShares1.34M
TypeSH
Market value$31.74M
1.28%
Sole
1.34M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BK OF AMERICA CORPSOLE | COM | 18.08M | SH | $717.46M 29.02% | 18.08M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.04M | SH | $508.93M 20.58% | 3.04M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.54M | SH | $421.81M 17.06% | 2.54M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $413.20M 16.71% | 897.75K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $229.72M 9.29% | 2.78M | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $75.58M 3.06% | 1.47M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 317.70K | SH | $74.02M 2.99% | 317.70K | 0.00 | 0.00 |
SABLE OFFSHORE CORPSOLE | COM | 1.34M | SH | $31.74M 1.28% | 1.34M | 0.00 | 0.00 |