13F filing recap · Q2 2026

What did Himalaya Capital Management buy in Q2 2026?

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

Stock value

$3.70B

Positions

Estimated turnover

28.4%

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 Bank of America, H&R Block, MSCI, Moody’s, Occidental Petroleum, and S&P Global. It sharply increased its PDD Holdings stake and added to Berkshire Hathaway.

Increased positions

PDDPdd Holdings Inc.$820.86Mreported value+6.15M shares+133.5%BRK.BBerkshire Hathaway Inc$554.59Mreported value+210.6K shares+23.5%

Exited positions

BACBank of America Corp$146.15Mprior reported value-3.00M shares-100.0%OXYOccidental Petroleum Corporation$95.32Mprior reported value-1.47M shares-100.0%SPGIS&P Global Inc.$51.66Mprior reported value-121.5K shares-100.0%HRBH&R Block, Inc.$51.64Mprior reported value-1.63M shares