Li Lu's top holdings (June 2025) include Bank Of America Corp. (BAC), a multinational investment bank and financial services company.

Li Lu is a value investor and the founder and chairman of Himalaya Capital Management. His investment strategy is rooted in identifying companies with sustainable competitive advantages and strong management teams. Himalaya Capital Management focuses on long-term investments across various sectors.

Bank Of America Corp. (BAC)

Bank of America provides a range of financial services to individuals, small businesses, and large corporations. These services include banking, investing, asset management, and risk management. The company serves clients worldwide and maintains a significant presence in the United States. Bank of America has a market capitalization of $332.38B, with Li Lu's position currently valued at $611.05M. The analyst price target for Bank of America is $48.5.

Here's an overview of Li Lu's trades in Bank Of America Corp.:

Alphabet Inc - Ordinary Shares - Class A (GOOGL)

Alphabet Inc. is a global technology company focused on areas such as search, advertising, operating systems and platforms, enterprise and hardware products. Its primary operations are centered around its Google products, including Android, YouTube, and Google Search. The current value of Li Lu's position is $436.79M. Alphabet has a market capitalization of $2.09T and a discounted cash flow value of $254.35.

Here's an overview of Li Lu's trades in Alphabet Inc - Ordinary Shares - Class A:

Alphabet Inc - Ordinary Shares - Class C (GOOG)

Alphabet Inc., through its subsidiaries, offers a wide array of internet-related products and services. Google Cloud, a significant part of Alphabet, provides cloud computing services to businesses globally. This holding in Li Lu's portfolio is currently worth $423.71M. Alphabet's market cap stands at $2.09T. The discounted cash flow value for Alphabet is $254.35, while analysts have set a price target of $185.5 for the stock.

Here's an overview of Li Lu's trades in Alphabet Inc - Ordinary Shares - Class C:

Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)

Berkshire Hathaway is a multinational conglomerate holding company with a diverse portfolio of businesses. These businesses operate across various sectors, including insurance, freight rail transportation, energy, and manufacturing. The position is currently valued at $364.28M. The company's discounted cash flow analysis suggests a value of $455.49 per share. Analysts have set a price target of $575.0 for Berkshire Hathaway.

Here's an overview of Li Lu's trades in Berkshire Hathaway Inc. - Ordinary Shares - Class B: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

East West Bancorp, Inc. (EWBC)

East West Bancorp is a financial institution that primarily serves as a bridge between the United States and Greater China. It offers a range of financial services, including commercial lending, deposit accounts, and treasury management. East West Bancorp has a market capitalization of $12.57B. The current value of Li Lu's holding is $253.2M. The company's discounted cash flow value is $138.63.

Here's an overview of Li Lu's trades in East West Bancorp, Inc.: