Portfolio diff
Himalaya Capital
Q1 2026 ⇄ Q2 2026
+0Added
−6Removed
2Resized
6Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| None. | ||
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| BAC BK OF AMERICA CORP | $146.15M | 3.00M |
| OXY OCCIDENTAL PETE CORP | $95.32M | 1.47M |
| SPGI S&P GLOBAL INC | $51.66M | 121.46K |
| HRB BLOCK H & R INC | $51.64M | 1.63M |
| MCO MOODYS CORP | $51.38M | 117.78K |
| MSCI MSCI INC | $10.21M | 18.94K |
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| PDD PDD HOLDINGS INC | 4.61M | 10.76M | +133.5% |
| BRK-B BERKSHIRE HATHAWAY INC… | 897.75K | 1.11M | +23.5% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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