Li Lu's top holdings (October 2025) include Alphabet Inc (GOOGL), a global technology company known for its dominant search engine, advertising platforms, and ventures into cloud computing and artificial intelligence.

Li Lu is the founder and chairman of Himalaya Capital Management, an investment firm based in Seattle, Washington. He is recognized for his value-oriented investment philosophy, which emphasizes deep fundamental analysis and a long-term perspective on publicly traded companies. His investment focus often centers on businesses with strong competitive advantages and robust financial health.

Alphabet Inc (GOOGL)

Alphabet Inc. operates as a multinational technology conglomerate, offering a wide array of internet-related services and products. Its core business revolves around its search engine, advertising solutions, cloud computing services through Google Cloud, and development in areas like AI and autonomous driving. The company's market capitalization stands at $2.98 trillion, and Li Lu's position in the Class A shares is currently valued at $618.28 million. Analysts have set a price target of $264.09 for Alphabet's Class A stock, while a discounted cash flow analysis suggests a value of $271.78 per share.
Here's an overview of Li Lu's trades in Alphabet Inc:

PDD Holdings Inc (PDD)

PDD Holdings Inc. is a multinational commerce group that owns and operates a portfolio of businesses, including the e-commerce platform Pinduoduo. This platform focuses on offering a wide range of products with an emphasis on interactive shopping experiences and agricultural produce directly to consumers. The company has a market capitalization of $181.59 billion, with Li Lu's position in this holding currently valued at $609.04 million. The discounted cash flow value for PDD Holdings Inc. is estimated at $216.53 per share, and analysts have a price target of $149.0.
Here's an overview of Li Lu's trades in PDD Holdings Inc:

Alphabet Inc (GOOG)

Alphabet Inc. is a leading global technology company, providing diverse services and products including its search engine, Android operating system, YouTube, and Google Cloud. The company maintains a significant presence across various digital sectors, driven by innovation in areas such as artificial intelligence and quantum computing. With a market cap of $2.98 trillion, this holding in Li Lu's portfolio is currently worth $597.01 million. A discounted cash flow analysis for Alphabet suggests a value of $271.78 per share, and analysts project a price target of $222.5.
Here's an overview of Li Lu's trades in Alphabet Inc:

Bank Of America Corp. (BAC)

Bank of America Corp. is a major financial institution that provides a broad range of banking, investing, asset management, and other financial and risk management products and services to individual consumers, small and middle-market businesses, and large corporations. It operates across the United States and internationally, serving millions of clients. The company's market cap is $386.72 billion, and the current value of Li Lu's position is $538.16 million. Analysts have set a price target of $54.5 for the stock, while a discounted cash flow analysis indicates a value of $6.7 per share.
Here's an overview of Li Lu's trades in Bank Of America Corp.:

Berkshire Hathaway Inc. (BRK.B)

Berkshire Hathaway Inc. is a diversified conglomerate, overseeing a vast array of subsidiary companies across various sectors including insurance, freight rail transportation, utilities, manufacturing, services, and retail. The company is headquartered in Omaha, Nebraska, and is known for its long-term investment philosophy. Li Lu's current position in the Class B shares of Berkshire Hathaway Inc. is valued at $364.28 million. A discounted cash flow valuation for the company is $455.49 per share.
Here's an overview of Li Lu's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]