Himalaya Capital Management LLC Holdings - 4Q25

As of December 31, 2025, Himalaya Capital Management LLC reported 9 positions comprising 9 stocks worth $3.6B. The top 5 holdings represented 87.2% of the portfolio. During the quarter, the fund entered 1 new position and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.