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Li Lu
Himalaya Capital Management
Value investor and Charlie Munger's protégé. Focuses on long-term compounders with sustainable competitive advantages, especially in China.
Updated: 30 Sept 2025
Top Holdings
BABA
Alibaba Group Holding
28.5%
BYD
BYD Company
22.3%
BIDU
Baidu Inc
15.4%
JD
JD.com Inc
12.8%
NIO
Nio Inc
8.7%
PDD
Pinduoduo Inc
6.5%
TCEHY
Tencent Holdings
3.2%
XPEV
XPeng Inc
1.5%
LI
Li Auto Inc
0.8%
TME
Tencent Music
0.3%
Allocation
Portfolio Breakdown
BABA
BYD
BIDU
JD
NIO
PDD
TCEHY
XPEV
LI
TME