13F filing recap · Q2 2023

What did Himalaya Capital Management buy in Q2 2023?

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

Stock value

$1.79B

Positions

Estimated turnover

22.8%

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.

Quarter in review

Himalaya Capital Management exited Micron Technology and added to its East West Bancorp position.

Increased positions

EWBCEast West Bancorp Inc$146.56Mreported value+480.1K shares+20.9%

Exited positions

MUMicron Technology, Inc.$411.89Mprior reported value-6.83M shares-100.0%