PortLi Lu: What He's Buying and Selling
All disclosed stock transactions — with purchase performance, portfolio structure, and filing dates. Portfolio of Himalaya Capital Management.
In brief
In the last 12 months, buys (≈$931M) have outweighed sales (≈$847M). The largest single transaction was the purchase of PDD Holdings Inc. for ≈$469M, while the dominant sectors were financials (MSCI, BAC, MCO, SPGI) and technology (Alphabet, Apple).
Summary written by AI based on filings; updated daily.
What Li Lu Is Buying and Selling Recently
Latest reported buy: PDD (June 30, 2026, $469M).
Where the Money Went
Purchases over the last 12 months by amount.
- PDDPdd Holdings50.4%
- BRK-BBerkshire Hathaway Inc del11.3%
- CROXCrocs8.1%
- TMETencent Music Entmt6.6%
- SPGIS&p Global5.5%
- HRBBlock H & R5.5%
- MCOMoodys5.5%
- GOOGAlphabet3.1%
- GOOGLAlphabet2.8%
- Other (1)1.1%
Largest purchase of the year on the chart: PDD
This is how Portevo shows insiders — a face marks the share price on the purchase date.
Who is Li Lu and where does this data come from?
Head of Himalaya Capital, an investor admired by Charlie Munger.
Transactions are sourced from official 13F quarterly reports, filed within 45 days after the quarter's end. Portevo automatically downloads and translates them into English — nothing is entered manually.
Frequently Asked Questions
What has Li Lu been buying recently?
Latest reported buys: PDD (June 30, 2026, $469M), BRK-B (June 30, 2026, $105M), MSCI (March 31, 2026, $10.2M), MCO (March 31, 2026, $51.4M). This list updates automatically from official filings; the full history is on the profile page.
How have Li Lu's buys performed?
A portfolio reconstructed from trades over the last 12 months shows a return of +4.17% (as if buying the same stocks on the same day and holding them until today).
How quickly are Li Lu's new trades visible?
As soon as they hit the registry: within 45 days after the end of the quarter. Portevo checks registries several times an hour and sends notifications to followers.
Is it worth copying Li Lu's trades?
That is an investor's decision. Filings are delayed, and past performance does not guarantee future results. Portevo shows data, not recommendations.
See also
Follow Li Lu on Portevo
Get notified of every new transaction, view full history, a chart of purchases, and a chart of each company's share price with the purchase date marked.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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