Filed: 2/17/2026ACC: 0002043585-26-000011
📋 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 $3.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$3.57B
Total AUM (reported)
25.91M
Total Shares
Allocation by class
COM$1.03B28.9%
CAP STK CL C$796.05M22.3%
CAP STK CL A$769.22M21.6%
SPONSORED ADS$522.50M14.6%
CL B NEW$451.25M12.6%
Portfolio Concentration
Top 3$2.14B59.9%
4–10$1.43B40.1%
Top 3 weight
59.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 25.91M
Sole
Full voting authority
25.91M
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$796.05M
22.31%
Sole
2.54M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.45M
TypeSH
Market value$769.22M
21.55%
Sole
2.45M
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares10.43M
TypeSH
Market value$573.73M
16.08%
Sole
10.43M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares4.61M
TypeSH
Market value$522.50M
14.64%
Sole
4.61M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$451.25M
12.64%
Sole
897.75K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$312.03M
8.74%
Sole
2.78M
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$60.30M
1.69%
Sole
1.47M
Shared
0.00
None
0.00
CROCS INC
SOLEShares628.16K
TypeSH
Market value$53.72M
1.51%
Sole
628.16K
Shared
0.00
None
0.00
APPLE INC
SOLEShares110.60K
TypeSH
Market value$30.07M
0.84%
Sole
110.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 2.54M | SH | $796.05M 22.31% | 2.54M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.45M | SH | $769.22M 21.55% | 2.45M | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 10.43M | SH | $573.73M 16.08% | 10.43M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 4.61M | SH | $522.50M 14.64% | 4.61M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $451.25M 12.64% | 897.75K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $312.03M 8.74% | 2.78M | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $60.30M 1.69% | 1.47M | 0.00 | 0.00 |
CROCS INCSOLE | COM | 628.16K | SH | $53.72M 1.51% | 628.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.60K | SH | $30.07M 0.84% | 110.60K | 0.00 | 0.00 |