Li Lu's top holdings (August 2025) include Bank Of America Corp. (BAC), a major financial institution offering a wide array of banking and financial services to individuals, businesses, and institutions.

Li Lu is the founder and chairman of Himalaya Capital Management, a firm with offices in Seattle and Beijing. His investment philosophy is centered on long-term, value-oriented investing in both public and private equities. He focuses on identifying businesses characterized by durable competitive advantages and robust underlying fundamentals.

Bank Of America Corp. (BAC)

Bank of America is one of the largest financial institutions in the United States, providing a full range of banking, investing, asset management, and other financial and risk management products and services. Its operations span consumer banking, global wealth and investment management, global banking, and global markets. Bank Of America Corp. has a market capitalization of $364.92 billion, with Li Lu's position currently valued at $654.53 million. Analysts have set a price target of $50.0 for the company. The discounted cash flow analysis for Bank of America suggests a value of $6.38 per share.
Here's an overview of Li Lu's trades in Bank Of America Corp.:

Alphabet Inc - Ordinary Shares - Class A (GOOGL)

Alphabet Inc. is a global technology company known for its search engine Google. It also develops Android, Chrome, and YouTube, alongside various other products and services in areas such as cloud computing, artificial intelligence, and autonomous driving. The company's market cap stands at $2.35 trillion, while the current value of Li Lu's holding in its Class A shares is $488.06 million. For GOOGL, an analyst price target of $182.5 has been noted. A discounted cash flow value for Alphabet is indicated at $262.65 per share.
Here's an overview of Li Lu's trades in Alphabet Inc - Ordinary Shares - Class A:

Alphabet Inc - Ordinary Shares - Class C (GOOG)

Alphabet Inc. (Class C shares) represents the same underlying technology conglomerate that includes Google, YouTube, and its cloud services. These shares do not carry voting rights, distinguishing them from the Class A shares. Li Lu's position in Alphabet Inc.'s Class C shares is currently valued at $472.76 million. The market capitalization for Alphabet is $2.35 trillion. Analysts suggest a price target of $199.0 for these shares. The discounted cash flow analysis indicates a value of $262.65 per share.
Here's an overview of Li Lu's trades in Alphabet Inc - Ordinary Shares - Class C:

Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)

Berkshire Hathaway Inc. is a diversified holding company with subsidiaries engaged in various business activities, including insurance, freight rail transportation, utility and energy generation and distribution, manufacturing, and retailing. It is known for its long-term equity investments in publicly traded companies. The current value of Li Lu's position in Berkshire Hathaway's Class B shares is $364.28 million. A discounted cash flow valuation for Berkshire Hathaway is $455.49 per share.
Here's an overview of Li Lu's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

East West Bancorp, Inc. (EWBC)

East West Bancorp, Inc. operates as the holding company for East West Bank, providing banking services to its customers. The bank primarily focuses on serving the Chinese-American community and other ethnic markets, offering a range of financial products and services for commercial, industrial, and real estate loans. East West Bancorp, Inc. has a market capitalization of $14.28 billion. This holding in Li Lu's portfolio is currently worth $278.33 million. The company's discounted cash flow analysis suggests a value of $324.1 per share.
Here's an overview of Li Lu's trades in East West Bancorp, Inc.: