13F filing recap · Q2 2022

What did Himalaya Capital Management buy in Q2 2022?

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

Stock value

$1.87B

Positions

Estimated turnover

20.8%

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

GOOGLAlphabet Inc.$103.30Mreported value+47.4K shares

Increased positions

GOOGAlphabet Inc.$332.93Mreported value+66.3K shares+77.2%

Exited positions

METAMeta Platforms, Inc.$194.83Mprior reported value-876.2K shares-100.0%