Li Lu - Himalaya Capital Management
| History | Stock | Activity | Share change | % change to portfolio ▼ |
| Q2 2024 | ≡ | OXY - Occidental Petroleum | Buy | 1,466,500 | 3.61 |
| Q2 2023 | ≡ | MU - Micron Technology Inc. | Sell 100.00% | 6,826,079 | 20.20 | ≡ | EWBC - East West Bancorp | Add 20.91% | 480,051 | 1.41 |
| Q1 2023 | ≡ | MU - Micron Technology Inc. | Reduce 40.52% | 4,650,444 | 13.76 | ≡ | EWBC - East West Bancorp | Buy | 2,296,300 | 6.25 | ≡ | BAC - Bank of America Corp. | Add 23.95% | 3,494,146 | 4.90 |
| Q4 2022 | ≡ | GOOGL - Alphabet Inc. | Add 168.28% | 1,595,300 | 7.30 |
| Q2 2022 | ≡ | META - Meta Platforms Inc. | Sell 100.00% | 876,200 | 8.19 | ≡ | GOOG - Alphabet Inc. CL C | Add 77.18% | 1,326,000 | 7.74 | ≡ | GOOGL - Alphabet Inc. | Buy | 948,000 | 5.51 |
| Q4 2021 | ≡ | META - Meta Platforms Inc. | Add 53.02% | 303,600 | 3.83 | ≡ | BAC - Bank of America Corp. | Add 18.03% | 2,228,000 | 3.72 | ≡ | PDD - Pinduoduo Inc. | Sell 100.00% | 363,165 | 1.53 |
| Q3 2021 | ≡ | BRK.B - Berkshire Hathaway CL B | Buy | 897,749 | 11.41 |
| Q1 2021 | ≡ | META - Meta Platforms Inc. | Reduce 40.37% | 387,700 | 5.78 |
| Q4 2020 | ≡ | META - Meta Platforms Inc. | Reduce 27.85% | 370,700 | 5.58 | ≡ | AAPL - Apple Inc. | Buy | 759,600 | 5.55 | ≡ | PDD - Pinduoduo Inc. | Buy | 363,165 | 3.55 |
| Q3 2020 | ≡ | META - Meta Platforms Inc. | Add 118.59% | 722,100 | 14.42 | ≡ | MU - Micron Technology Inc. | Add 15.81% | 1,567,100 | 5.61 |
| Q2 2020 | ≡ | META - Meta Platforms Inc. | Buy | 608,900 | 13.00 | ≡ | GOOG - Alphabet Inc. CL C | Buy | 1,718,000 | 11.42 | ≡ | BABA - Alibaba Group Holdings | Sell 100.00% | 175,000 | 4.77 |
| Q1 2020 | ≡ | BAC - Bank of America Corp. | Buy | 12,358,987 | 36.79 | ≡ | MU - Micron Technology Inc. | Add 26.81% | 2,095,000 | 12.36 | ≡ | BABA - Alibaba Group Holdings | Buy | 175,000 | 4.77 |