Filed: 11/12/2025ACC: 0002043585-25-000015
📋 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 $3.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$3.23B
Total AUM (reported)
26.63M
Total Shares
Allocation by class
COM$954.60M29.6%
CAP STK CL A$618.28M19.1%
SPONSORED ADS$609.04M18.9%
CAP STK CL C$597.01M18.5%
CL B NEW$451.33M14.0%
Portfolio Concentration
Top 3$1.82B56.5%
4–10$1.41B43.5%
Top 3 weight
56.5%
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:
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$618.28M
19.14%
Sole
2.54M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares4.61M
TypeSH
Market value$609.04M
18.85%
Sole
4.61M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.45M
TypeSH
Market value$597.01M
18.48%
Sole
2.45M
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares10.43M
TypeSH
Market value$538.16M
16.66%
Sole
10.43M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$451.33M
13.97%
Sole
897.75K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$295.54M
9.15%
Sole
2.78M
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$69.29M
2.15%
Sole
1.47M
Shared
0.00
None
0.00
APPLE INC
SOLEShares110.60K
TypeSH
Market value$28.16M
0.87%
Sole
110.60K
Shared
0.00
None
0.00
SABLE OFFSHORE CORP
SOLEShares1.34M
TypeSH
Market value$23.45M
0.73%
Sole
1.34M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2.54M | SH | $618.28M 19.14% | 2.54M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 4.61M | SH | $609.04M 18.85% | 4.61M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.45M | SH | $597.01M 18.48% | 2.45M | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 10.43M | SH | $538.16M 16.66% | 10.43M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $451.33M 13.97% | 897.75K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $295.54M 9.15% | 2.78M | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $69.29M 2.15% | 1.47M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.60K | SH | $28.16M 0.87% | 110.60K | 0.00 | 0.00 |
SABLE OFFSHORE CORPSOLE | COM | 1.34M | SH | $23.45M 0.73% | 1.34M | 0.00 | 0.00 |