Filed: 8/14/2025ACC: 0002043585-25-000010
📋 What this filing means
HIMALAYA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$2.69B
Total AUM (reported)
26.63M
Total Shares
Allocation by class
COM$887.79M33.0%
SPONSORED ADS$482.27M17.9%
CAP STK CL A$448.21M16.7%
CL B NEW$436.10M16.2%
CAP STK CL C$434.84M16.2%
Portfolio Concentration
Top 3$1.42B53.0%
4–10$1.27B47.0%
Top 3 weight
53.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 26.63M
Sole
Full voting authority
26.63M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
BK OF AMERICA CORP
SOLEShares10.43M
TypeSH
Market value$493.61M
18.36%
Sole
10.43M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares4.61M
TypeSH
Market value$482.27M
17.93%
Sole
4.61M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$448.21M
16.67%
Sole
2.54M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$436.10M
16.22%
Sole
897.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.45M
TypeSH
Market value$434.84M
16.17%
Sole
2.45M
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$280.36M
10.43%
Sole
2.78M
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$61.61M
2.29%
Sole
1.47M
Shared
0.00
None
0.00
SABLE OFFSHORE CORP
SOLEShares1.34M
TypeSH
Market value$29.52M
1.10%
Sole
1.34M
Shared
0.00
None
0.00
APPLE INC
SOLEShares110.60K
TypeSH
Market value$22.69M
0.84%
Sole
110.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BK OF AMERICA CORPSOLE | COM | 10.43M | SH | $493.61M 18.36% | 10.43M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 4.61M | SH | $482.27M 17.93% | 4.61M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.54M | SH | $448.21M 16.67% | 2.54M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $436.10M 16.22% | 897.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.45M | SH | $434.84M 16.17% | 2.45M | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $280.36M 10.43% | 2.78M | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $61.61M 2.29% | 1.47M | 0.00 | 0.00 |
SABLE OFFSHORE CORPSOLE | COM | 1.34M | SH | $29.52M 1.10% | 1.34M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.60K | SH | $22.69M 0.84% | 110.60K | 0.00 | 0.00 |