Li Lu
Himalaya Capital Management — Very few names, held for a very long time.
The book, drawn from the filing
- 1 halal
- 4 not halal
- 2 questionable
- 1 not screened
One arc per holding, largest first, clockwise from the top. Its length is that position’s share of the value this filing reports; its colour is its verdict, and the key above says which is which — the same four states the Screen column shows below. Arcs sit at their true angular size, so a book whose reported weights do not account for the whole leaves the track showing rather than being stretched to close the circle. Nothing here is estimated: a position the filing gives no weight for is left out, and the count of what was left out is in the image’s own description rather than guessed at.
Holdings
| Symbol | Name | Weight | Value | Screen |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 24.55% | $908,899,121 | Questionable |
| GOOG | ALPHABET INC | 23.39% | $866,117,829 | Questionable |
| PDD | PDD HOLDINGS INC | 22.17% | $820,858,157 | Not halal |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 14.98% | $554,591,244 | Not screened |
| EWBC | EAST WEST BANCORP INC | 9.68% | $358,399,151 | Not halal |
| CROX | CROCS INC | 2.89% | $107,018,900 | Not halal |
| TME | TENCENT MUSIC ENTERTAINM | 1.49% | $55,033,481 | Not halal |
| AAPL | APPLE INC | 0.86% | $32,003,216 | Halal |
Holdings from SEC Form 13F, which is public record. A 13F covers US-listed equity positions only — not cash, bonds, foreign listings or short positions — and is filed up to 45 days after the quarter it describes, so this is a snapshot of 2026-06-30 rather than of today. Verdicts are this platform’s own and are not Li Lu’s view.