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LL

Li Lu

Himalaya Capital

"찰리 멍거의 후계자" -- 중국계 가치투자자. BYD 초기 투자.

PDD -4.2%+1 new-1 exitSEC 13F | 2026-02-17 공시

포트폴리오 구성

Q4 25

GOOGGOOG 22.3%
GOOGLGOOGL 21.6%
BACBAC 16.1%
PDDPDD 14.6%
BRK.BBRK.B 12.6%
EWBCEWBC 8.7%
OXYOXY 1.7%
CROXCROX 1.5%
AAPLAAPL 0.8%
...
...

현재 보유 종목

#종목비중추이변동
1GOOGGOOG22.3%
+3.8%
2GOOGLGOOGL21.6%
+2.4%
3BACBAC16.1%
-0.6%
4PDDPDD14.6%
-4.2%
5BRK.BBRK.B12.6%
-1.3%
6EWBCEWBC8.7%
-0.4%
7OXYOXY1.7%
-0.5%
8CROXCROX1.5%
신규
9AAPLAAPL0.8%
--