Li Lu - Himalaya Capital Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Li Lu - Himalaya Capital Management during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CROX | 887,093 | $83.02 | Increased | 41.22% | 2.30% | $73.65M | 2026 Q1 |
| TME | 6,590,836 | $9.28 | Buy | 100.00% | 1.91% | $61.16M | 2026 Q1 |
| SPGI | 121,463 | $425.34 | Buy | 100.00% | 1.61% | $51.66M | 2026 Q1 |
| HRB | 1,626,906 | $31.74 | Buy | 100.00% | 1.61% | $51.64M | 2026 Q1 |
| MCO | 117,784 | $436.25 | Buy | 100.00% | 1.61% | $51.38M | 2026 Q1 |
| MSCI | 18,939 | $538.99 | Buy | 100.00% | 0.32% | $10.21M | 2026 Q1 |
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