Himalaya Capital Q2 2026 13F: largest position changes李录 (Himalaya Capital) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜李录 (Himalaya Capital)

截至2026年6月30日｜美股多头市值 $3.7B

重点增持

• 加仓 +134%｜拼多多 (PDD)｜期末 $821M

• 加仓 +23%｜Berkshire Hathaway Inc. (BRK-B)｜期末 $555M

重点减持

• 清仓｜美国银行 (BAC)｜上季 $146M

• 清仓｜西方石油 (OXY)｜上季 $95M

• 清仓｜标普全球 (SPGI)｜上季 $52M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Himalaya Capital

as of 2026-06-30 | reported long value $3.7B

Largest additions

• Shares +134% | PDD Holdings Inc. (PDD) | quarter-end $821M

• Shares +23% | Berkshire Hathaway Inc. (BRK-B) | quarter-end $555M

Largest reductions

• Exited | Bank of America Corporation (BAC) | prior-quarter $146M

• Exited | Occidental Petroleum Corporation (OXY) | prior-quarter $95M

• Exited | S&P Global Inc. (SPGI) | prior-quarter $52M

Note: 13F is a delayed quarter-end holdings snapshot.