Institution · 0001709323
李录
Himalaya Capital Management LLC
Holdings
当前持仓概览
持仓数量14
本期变动4
持有市值--
买入金额--
卖出金额--
13F Curve
李录 vs SPY / QQQ
Portfolio
当前持仓
| 股票 | 状态 | 当前持有 | 组合权重 | 价格 | 估值 | 披露日期 |
|---|---|---|---|---|---|---|
| GOOGL.US Alphabet Inc. Class A | -- | 22.85% | $361.85
-3.86% | PE 27.37 Fwd -- / PS -- | 2026-05-15 | |
| GOOG.US Alphabet Inc. Class C | 减持 | -- | 21.97% | $358.39
-3.81% | PE 27.1 Fwd -- / PS -- | 2026-05-15 |
| PDD.US PDD Holdings Inc. ADR | 持有 | -- | 14.71% | $88.18
+1.08% | PE 9.25 Fwd -- / PS -- | 2026-05-15 |
| BRK.B.US Berkshire Hathaway Inc. | 持有 | -- | 13.44% | $471.51
+0.26% | PE 14.03 Fwd -- / PS -- | 2026-05-15 |
| EWBC.US East West Bancorp Inc. | 持有 | -- | 9.26% | $121.95
+1.06% | PE 12 Fwd -- / PS -- | 2026-05-15 |
| BAC.US Bank of America Corp. | 减持 | -- | 4.57% | $52.48
+1.88% | PE 12.37 Fwd -- / PS -- | 2026-05-15 |
| OXY.US Occidental Petroleum Corp. | 持有 | -- | 2.98% | $59.09
+0.29% | PE 14.67 Fwd -- / PS -- | 2026-05-15 |
| CROX.US Crocs Inc. | -- | 2.30% | $116.86
-2.03% | PE -55.97 Fwd -- / PS -- | 2026-05-15 | |
| TME.US Tencent Music Entertainment Group ADR | 持有 | -- | 1.91% | $9.51
+0.11% | PE 11.72 Fwd -- / PS -- | 2026-05-15 |
| SPGI.US S&P Global Inc. | 持有 | -- | 1.61% | $417.46
-2.59% | PE 26.5 Fwd -- / PS -- | 2026-05-15 |
| HRB.US H&R Block Inc. | 持有 | -- | 1.61% | $38.58
-2.50% | PE 6.65 Fwd -- / PS -- | 2026-05-15 |
| MCO.US Moody's Corp. | 持有 | -- | 1.61% | $453.60
-2.28% | PE 31.76 Fwd -- / PS -- | 2026-05-15 |
| AAPL.US Apple Inc. | 持有 | -- | 0.88% | $315.20
+2.90% | PE 37.77 Fwd -- / PS -- | 2026-05-15 |
| MSCI.US MSCI Inc. | 持有 | -- | 0.32% | $630.27
-2.11% | PE 34.77 Fwd -- / PS -- | 2026-05-15 |
Changes
最近变动明细
| 股票 | 状态 | 变动金额 | 报告价 | 变动股数 | 当前持有 | 披露日期 |
|---|---|---|---|---|---|---|
| BAC.US Bank of America Corp. | 减持 | -- | $48.75 | -7433400 | -- | 2026-05-15 |
| GOOGL.US Alphabet Inc. Class A | -- | $287.56 | +92000 | -- | 2026-05-15 | |
| GOOG.US Alphabet Inc. Class C | 减持 | -- | $286.86 | -92000 | -- | 2026-05-15 |
| CROX.US Crocs Inc. | -- | $83.02 | +258934 | -- | 2026-05-15 |