Li Lu Portfolio

Himalaya Capital Holdings

Li Lu is an investor and businessman who founded Himalaya Capital. He was born in China, but he currently resides in the United States. He studied at Columbia University where he listened to a lecture from Warren Buffett which inspired him to buy his first stocks. There were rumors that Li Lu would take over Warren Buffett's position at Berkshire Hathaway once Buffett steps down but in 2010 Li Lu withdrew himself from consideration for the job.
Li Lu's investment portfolio showcases a strategic selection of established companies, demonstrating his focus on value and long-term growth. The top five stocks reflect Li Lu's conviction in financial services, technology, and diversified holdings.
Bank of America Corp., a leading banking institution, reflects Li Lu’s confidence in the traditional financial sector's resilience and its potential for steady returns amid economic cycles.
Alphabet Inc - Ordinary Shares - Class C embodies a high-growth trajectory with an emphasis on innovation and market dominance in online advertising and various tech segments, devoid of voting rights but with the same economic exposure as Class A shares.
Alphabet Inc - Ordinary Shares - Class A represents a stake in a technological juggernaut with added voting power, signaling Li Lu’s strong belief in Alphabet's enduring strength and leadership in global technology advancements.
Berkshire Hathaway Inc. - Ordinary Shares - Class B, mirrors Li Lu’s admiration for Warren Buffett’s approach to investing, consisting of a diverse array of subsidiaries and stock investments that offer both stability and the potential for appreciation.
Finally, East West Bancorp, Inc., a regional bank focusing primarily on the United States and China, signifies Li Lu’s interest in niche financial markets and his foresight in recognizing valuable players within the international banking scene.
These investments align with Li Lu's overall strategy of picking robust, industry-leading companies capable of sustaining profitability and ensuring durable competitive advantages—a philosophy appealing to investors aiming for well-researched, quality stock picks in their own portfolios.

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Latest News

Li Lu, the "Chinese Warren Buffett," Has 75% of Himalaya Capital's Portfolio Invested in Just 3 Stocks
Li Lu, the "Chinese Warren Buffett," Has 75% of Himalaya Capital's Portfolio Invested in Just 3 Stocks

Born in China, Li Lu eventually immigrated to the U.S. and launched his own fund, Himalaya Capital. Lu, a student activist during the Tiananmen Square protests, was inspired to ...

The Motley Fool The Motley Fool, 3 months ago

Li Lu Portfolio Analysis: Top Holdings in June 2026

Explore Li Lu's 5 largest holdings for June 2026, featuring Alphabet (GOOGL). Learn about Himalaya Capital's value investing approach in the US and Asia.

stockcircle stockcircle, 4 days ago

Li Lu Dividend Stocks: A Look at His Portfolio's Income Generators (May 2026)

Li Lu's May 2026 top dividend stocks include East West Bancorp (EWBC), exemplifying his portfolio's income generators and value investing focus.

stockcircle stockcircle, about 1 month ago

Li Lu Portfolio: Top Holdings Overview, April 2026

Li Lu's top holdings (April 2026) include tech conglomerate Alphabet Inc (GOOGL), known for its internet-related services and products.

stockcircle stockcircle, 2 months ago

Li Lu FAQ

Li Lu was born and raised in Tangshan, China. He is a survivor of the 1976 Tangshan earthquake. In 1985 he went to Nanjing University, majoring in physics, later switching to economics. In 1989, he participated in the student protests in Tiananmen Square (also known as the Tian'anmen Massacre) and became one of the student leaders. He helped organise the students and participated in a hunger strike. He fled the People's Republic of China with the help of the organisation Operation Yellowbird.

He left China to study at Columbia University in the United States. In 1990, he published a book about his experience with China entitled Moving the Mountain: My Life in China.

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