Filed: 2/14/2025ACC: 0001709323-25-000001
📋 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 $2.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$2.71B
Total AUM (reported)
30.47M
Total Shares
Allocation by class
COM$1.24B45.9%
CAP STK CL C$579.70M21.4%
CAP STK CL A$481.45M17.8%
CL B NEW$406.93M15.0%
Portfolio Concentration
Top 3$1.86B68.4%
4–10$855.57M31.6%
Top 3 weight
68.4%
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$794.67M
29.31%
Sole
18.08M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.04M
TypeSH
Market value$579.70M
21.38%
Sole
3.04M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$481.45M
17.76%
Sole
2.54M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$406.93M
15.01%
Sole
897.75K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$265.86M
9.81%
Sole
2.78M
Shared
0.00
None
0.00
APPLE INC
SOLEShares317.70K
TypeSH
Market value$79.56M
2.93%
Sole
317.70K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$72.46M
2.67%
Sole
1.47M
Shared
0.00
None
0.00
SABLE OFFSHORE CORP
SOLEShares1.34M
TypeSH
Market value$30.75M
1.13%
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 | $794.67M 29.31% | 18.08M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.04M | SH | $579.70M 21.38% | 3.04M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.54M | SH | $481.45M 17.76% | 2.54M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $406.93M 15.01% | 897.75K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $265.86M 9.81% | 2.78M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 317.70K | SH | $79.56M 2.93% | 317.70K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $72.46M 2.67% | 1.47M | 0.00 | 0.00 |
SABLE OFFSHORE CORPSOLE | COM | 1.34M | SH | $30.75M 1.13% | 1.34M | 0.00 | 0.00 |