Filed: 5/15/2026ACC: 0002043585-26-000013
📋 What this filing means
HIMALAYA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $3.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$3.20B
Total AUM (reported)
27.21M
Total Shares
Allocation by class
COM$804.49M25.1%
CAP STK CL A$731.35M22.8%
CAP STK CL C$703.18M22.0%
SPONSORED ADS$470.85M14.7%
CL B NEW$430.20M13.4%
SPON ADS$61.16M1.9%
Portfolio Concentration
Top 3$1.91B59.5%
4–10$1.15B36.1%
11–25$141.30M4.4%
Top 3 weight
59.5%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 27.21M
Sole
Full voting authority
27.21M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$731.35M
22.85%
Sole
2.54M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.45M
TypeSH
Market value$703.18M
21.97%
Sole
2.45M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares4.61M
TypeSH
Market value$470.85M
14.71%
Sole
4.61M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares897.75K
TypeSH
Market value$430.20M
13.44%
Sole
897.75K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$296.40M
9.26%
Sole
2.78M
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares3M
TypeSH
Market value$146.15M
4.57%
Sole
3M
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares1.47M
TypeSH
Market value$95.32M
2.98%
Sole
1.47M
Shared
0.00
None
0.00
CROCS INC
SOLEShares887.09K
TypeSH
Market value$73.65M
2.30%
Sole
887.09K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares6.59M
TypeSH
Market value$61.16M
1.91%
Sole
6.59M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares121.46K
TypeSH
Market value$51.66M
1.61%
Sole
121.46K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares1.63M
TypeSH
Market value$51.64M
1.61%
Sole
1.63M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares117.78K
TypeSH
Market value$51.38M
1.61%
Sole
117.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares110.60K
TypeSH
Market value$28.07M
0.88%
Sole
110.60K
Shared
0.00
None
0.00
MSCI INC
SOLEShares18.94K
TypeSH
Market value$10.21M
0.32%
Sole
18.94K
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 | $731.35M 22.85% | 2.54M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.45M | SH | $703.18M 21.97% | 2.45M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 4.61M | SH | $470.85M 14.71% | 4.61M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 897.75K | SH | $430.20M 13.44% | 897.75K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $296.40M 9.26% | 2.78M | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 3M | SH | $146.15M 4.57% | 3M | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 1.47M | SH | $95.32M 2.98% | 1.47M | 0.00 | 0.00 |
CROCS INCSOLE | COM | 887.09K | SH | $73.65M 2.30% | 887.09K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 6.59M | SH | $61.16M 1.91% | 6.59M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 121.46K | SH | $51.66M 1.61% | 121.46K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 1.63M | SH | $51.64M 1.61% | 1.63M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 117.78K | SH | $51.38M 1.61% | 117.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.60K | SH | $28.07M 0.88% | 110.60K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 18.94K | SH | $10.21M 0.32% | 18.94K | 0.00 | 0.00 |