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Midas Edge

13-F holdings, Q2 2026

Li Lu (Himalaya Capital)

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$3.7B
Positions
8
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

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Top holdings

  1. GOOGL$908.9M
    2,543,300 shares24.5% of the book
  2. GOOG$866.1M
    2,451,300 shares23.4% of the book
  3. PDD$820.9M
    10,761,119 shares22.2% of the book
  4. BRK-B$554.6M
    1,108,318 shares15% of the book
  5. EWBC$358.4M
    2,776,351 shares9.7% of the book
  6. CROX$107M
    887,093 shares2.9% of the book
  7. TME$55M
    6,590,836 shares1.5% of the book
  8. AAPL$32M
    110,600 shares0.86% of the book

What changed this quarter

0 new positions and 6 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • PDD

    PDD HOLDINGS INC

    +$469.4M

    +133.5% shares

  • BRK-B

    BERKSHIRE HATHAWAY INC DEL

    +$105.4M

    +23.5% shares

Largest sells

  • BAC

    BK OF AMERICA CORP

    −$146.2M

    Sold out, was 4.6% of the book

  • OXY

    OCCIDENTAL PETE CORP

    −$95.3M

    Sold out, was 3% of the book

  • SPGI

    S&P GLOBAL INC

    −$51.7M

    Sold out, was 1.6% of the book

  • HRB

    BLOCK H & R INC

    −$51.6M

    Sold out, was 1.6% of the book

  • MCO

    MOODYS CORP

    −$51.4M

    Sold out, was 1.6% of the book

What was sold out, by size

  • 6 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.