Latest Transactions of Li Lu Q1 2025

Highlights

Li Lu's Himalaya Capital Management, renowned for its highly concentrated, long-term value investment approach, reported no new stock purchases or additions to existing positions in its Q1 2025 filings. Instead, the quarter was characterized by notable reductions in several core U.S. holdings, including major technology and financial giants. These sales are particularly significant given Li Lu's traditional buy-and-hold philosophy, suggesting a strategic paring back of some large, successful investments.

Sells

1. Alphabet Inc. CL C (GOOG) Himalaya Capital sold 592,700 Class C shares of Alphabet Inc., reducing its position by 19.47%, at an average selling price of approximately $185 per share. Alphabet, the parent company of Google, is a global technology leader. This trim in a significant tech holding by a patient investor like Li Lu could suggest strategic profit-taking after a strong run, a re-evaluation of its portfolio weighting, or a desire to free up capital.

2. Bank of America Corp. (BAC) The firm reduced its stake in Bank of America Corp. by 4,234,500 shares, a 23.42% decrease, at an average selling price of around $45 per share. Bank of America is one of the largest financial institutions in the U.S. Reducing exposure to this major bank might indicate Li Lu's views on the banking sector's near-term outlook after a period of changing interest rate environments, or it could be part of a broader capital reallocation strategy.

3. Apple Inc. (AAPL) Li Lu sold 207,100 shares of Apple Inc., significantly decreasing the position by a substantial 65.19%, at an average selling price of approximately $232 per share. Apple, a dominant force in consumer electronics, software, and technology services, saw a very large reduction in Himalaya's portfolio. Such a deep cut is particularly notable and could imply a significant reassessment of its long-term return potential relative to other opportunities, substantial profit realization, or a change in conviction.

Overview

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