喜马拉雅资本管理 2026Q1 13F 持仓
Himalaya Capital Management 李录 组合详情。
组合市值：$3,201,226,867；当前持仓：14；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | GOOGL | 谷歌A | $731,351,348 | 2543300 | 22.85% | 持有 |
| 2 | GOOG | 谷歌C | $703,179,918 | 2451300 | 21.97% | 持有 |
| 3 | PDD | 拼多多 | $470,845,440 | 4608000 | 14.71% | 持有 |
| 4 | BRK.B | 伯克希尔B | $430,201,321 | 897749 | 13.44% | 持有 |
| 5 | EWBC | 华美 | $296,403,233 | 2776351 | 9.26% | 持有 |
| 6 | BAC | 美国银行 | $146,151,866 | 2997987 | 4.57% | 持有 |
| 7 | OXY | 西方石油 | $95,322,500 | 1466500 | 2.98% | 持有 |
| 8 | CROX | 卡骆驰 | $73,646,461 | 887093 | 2.3% | 持有 |
| 9 | TME | 腾讯音乐娱乐集团 | $61,162,958 | 6590836 | 1.91% | 新增 |
| 10 | SPGI | 标普全球 | $51,663,072 | 121463 | 1.61% | 新增 |
| 11 | HRB | H&R布洛克 | $51,637,996 | 1626906 | 1.61% | 新增 |
| 12 | MCO | 穆迪 | $51,383,270 | 117784 | 1.61% | 新增 |
| 13 | AAPL | 苹果 | $28,069,174 | 110600 | 0.88% | 持有 |
| 14 | MSCI | MSCI, Inc. | $10,208,310 | 18939 | 0.32% | 新增 |