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
Building track record
0/10 resolved
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Open now
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Resolved
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Total signals
A full track record — win rate, average return, and equity curve — publishes once this strategy has at least 10 resolved trades. We don’t show a win rate off a handful of trades because a small sample misleads.
Current Holdings
5 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q1 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 5 of 14 disclosed holdings across 1 fund.
Himalaya Capital (Li Lu)Top 5 of 14 holdings
+9 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q1 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
No signals yet
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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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