LI LUby Soar (parsed from SEC EDGAR)
Li Lu
Li Lu runs Himalaya Capital and is one of the few investors Charlie Munger publicly entrusted with capital. He is a patient, deeply-concentrated value investor with a long horizon, known for rigorous business analysis and a willingness to hold a small number of names for many years.
Track Record
Verified performance
25%Win rate
3wins·9losses
14 resolved all-time
8.9%–53.2% 95% CI
8.9%–53.2% 95% CI
Equity curve+1.0%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
12
3W · 9L
Win Rate
25.0%
8.9%–53.2% CI
Avg P&L
-2.18%
-4.00% median
Profit Factor
0.27
-2.18% exp.
Best Win
+6.2%
Worst Loss
-4.0%
Max Drawdown
0.0%
all-time
Avg Hold
4.0 days
Outcome mix
Target 2214%
Target 117%
Stopped out964%
Expired214%
P&L distribution
9
2
1
≤-20%0%≥+20%
By timeframe
NWinAvg
1225%-2.2%
By asset class
NWinAvg
1225%-2.2%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Current Holdings
7 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q2 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 7 of 8 disclosed holdings across 1 fund.
Himalaya Capital (Li Lu)Top 7 of 8 holdings
+1 more holding not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q2 2026). 13F reports long U.S. equity positions only, filed up to 45 days after quarter-end — a fund may have already exited a position by the time the filing appears. Share counts and dollar values are as reported in the filing. Showing the largest positions per fund by reported value.
Recent Signals
Last 14 signals
About this strategy
Why it matters
Munger's endorsement alone makes Li Lu's book worth studying. His extreme concentration means each holding reflects exhaustive research and real conviction.
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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