Filed: 8/14/2026ACC: 0002043585-26-000022
📋 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 $3.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$3.70B
Total AUM (reported)
27.23M
Total Shares
Allocation by class
CAP STK CL A$908.90M24.5%
SPON ADS$875.89M23.7%
CAP STK CL C$866.12M23.4%
CL B NEW$554.59M15.0%
COM$497.42M13.4%
Portfolio Concentration
Top 3$2.60B70.1%
4–10$1.11B29.9%
Top 3 weight
70.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 27.23M
Sole
Full voting authority
27.23M
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:
ALPHABET INC
SOLEShares2.54M
TypeSH
Market value$908.90M
24.55%
Sole
2.54M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.45M
TypeSH
Market value$866.12M
23.39%
Sole
2.45M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares10.76M
TypeSH
Market value$820.86M
22.17%
Sole
10.76M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.11M
TypeSH
Market value$554.59M
14.98%
Sole
1.11M
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares2.78M
TypeSH
Market value$358.40M
9.68%
Sole
2.78M
Shared
0.00
None
0.00
CROCS INC
SOLEShares887.09K
TypeSH
Market value$107.02M
2.89%
Sole
887.09K
Shared
0.00
None
0.00
TENCENT MUSIC ENTERTAINM
SOLEShares6.59M
TypeSH
Market value$55.03M
1.49%
Sole
6.59M
Shared
0.00
None
0.00
APPLE INC
SOLEShares110.60K
TypeSH
Market value$32.00M
0.86%
Sole
110.60K
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 | $908.90M 24.55% | 2.54M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.45M | SH | $866.12M 23.39% | 2.45M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPON ADS | 10.76M | SH | $820.86M 22.17% | 10.76M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.11M | SH | $554.59M 14.98% | 1.11M | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 2.78M | SH | $358.40M 9.68% | 2.78M | 0.00 | 0.00 |
CROCS INCSOLE | COM | 887.09K | SH | $107.02M 2.89% | 887.09K | 0.00 | 0.00 |
TENCENT MUSIC ENTERTAINMSOLE | SPON ADS | 6.59M | SH | $55.03M 1.49% | 6.59M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.60K | SH | $32.00M 0.86% | 110.60K | 0.00 | 0.00 |