13F filing recap · Q1 2026

What did Himalaya Capital Management buy in Q1 2026?

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

Stock value

$3.20B

Positions

Estimated turnover

18.0%

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.

Quarter in review

Himalaya Capital Management opened new positions in Tencent Music Entertainment Group, S&P Global, H&R Block, Moody’s Corporation, and Msci. It substantially trimmed Bank of America and substantially added to Crocs.

New positions

TMETencent Music Entertainment Group$61.16Mreported value+6.59M shares SPGIS&P Global Inc.$51.66Mreported value+121.5K shares HRBH&R Block, Inc.$51.64Mreported value+1.63M shares MCOMoody’s Corporation$51.38Mreported value+117.8K shares MSCIMsci Inc.$10.21Mreported value+18.9K shares

Increased positions

CROXCrocs, Inc.$73.65Mreported value+258.9K shares+41.2%

Reduced positions

BACBank of America Corp$146.15Mreported value-7.43M shares-71.3%