13F filing recap · Q4 2019

What did Himalaya Capital Management buy in Q4 2019?

Reported stock-position changes between this filing and the previous one.

Stock value

$420.26M

Positions

Estimated turnover

200.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

MUMicron Technology, Inc.$420.26Mreported value+7.81M shares

Exited positions

BABAAlibaba Group Holding Limited$8.73Mprior reported value-53.0K shares-100.0%BIDUBaidu, Inc.$1.33Mprior reported value-5.8K shares-100.0%