Filed: 5/15/2025ACC: 0002043585-25-000004
📋 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 $2.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$2.21B
Total AUM (reported)
25.44M
Total Shares
Allocation by class
COM$958.05M43.3%
CL B NEW$478.12M21.6%
CAP STK CL A$393.30M17.8%
CAP STK CL C$382.97M17.3%
Portfolio Concentration
Top 3$1.45B65.5%
4–10$763.20M34.5%
Top 3 weight
65.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 25.44M
Sole
Full voting authority
25.44M
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
SOLEShares13.85M
TypeSH
Market value$577.82M
26.12%
Sole
13.85M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$478.12M
21.61%
Sole
897.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$393.30M
17.78%
Sole
2.54M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.45M
TypeSH
Market value$382.97M
17.31%
Sole
2.45M
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$249.21M
11.26%
Sole
2.78M
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$72.39M
3.27%
Sole
1.47M
Shared
0.00
None
0.00
SABLE OFFSHORE CORP
SOLEShares1.34M
TypeSH
Market value$34.07M
1.54%
Sole
1.34M
Shared
0.00
None
0.00
APPLE INC
SOLEShares110.60K
TypeSH
Market value$24.57M
1.11%
Sole
110.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BK OF AMERICA CORPSOLE | COM | 13.85M | SH | $577.82M 26.12% | 13.85M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $478.12M 21.61% | 897.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.54M | SH | $393.30M 17.78% | 2.54M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.45M | SH | $382.97M 17.31% | 2.45M | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $249.21M 11.26% | 2.78M | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $72.39M 3.27% | 1.47M | 0.00 | 0.00 |
SABLE OFFSHORE CORPSOLE | COM | 1.34M | SH | $34.07M 1.54% | 1.34M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.60K | SH | $24.57M 1.11% | 110.60K | 0.00 | 0.00 |