13F filing recap · Q2 2025

What did Himalaya Capital Management buy in Q2 2025?

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

Stock value

$2.69B

Positions

Estimated turnover

26.3%

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 opened a new position in Pdd Holdings and trimmed its stake in Bank of America.

New positions

PDDPdd Holdings Inc.$482.27Mreported value+4.61M shares

Reduced positions

BACBank of America Corp$493.61Mreported value-3.42M shares-24.7%