Himalaya Capital Management LLC

SEATTLE, WA · CIK 1709323 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2011 · limited liability company

Assets managed$21.4bn
Staff21 · 15 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $21.4bn gross assets
Websitehimalayacapital.com
Form ADV · 2026-03-31SEC adviser record

Legal entityHIMALAYA CAPITAL MANAGEMENT LLC (US)

Kindhedge funds
Others nearbySeattle, WA, Bellevue, WA

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Seattle, WA (main office)United States	United States	about 14
Bellevue, WAUnited States	United States	1

US visa salary filings

Filings FY2024–20253
Median salary offered$120,000
Middle half$100,000 – $185,000
Job titles3
E-3 (Australians)1

Job title	Filings	Median	Range
Research AnalystSeattle, WA	1	$250,000
Business/Risk AnalystSeattle, WA	1	$120,000	$120,000 – $125,000
Financial AnalystSeattle, WA	1	$80,000	$80,000 – $90,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Himalaya Capital Management LLC.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$3.7bn reported value +15.7% vs Q1 2026

8positions

100.0%in top 10

0 new 2 added 0 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,543,300	$908.9m24.55%	24.55%	Unchanged
2	ALPHABET INC CAP STK CL C GOOG	GOOG	2,451,300	$866.1m23.39%	23.39%	Unchanged
3	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	10,761,119	$820.9m22.17%	22.17%	Added +6.2m	+6,153,119 133.5%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,108,318	$554.6m14.98%	14.98%	Added +210.6k	+210,569 23.5%
5	EAST WEST BANCORP INC COM EWBC	EWBC	2,776,351	$358.4m9.68%	9.68%	Unchanged
6	CROCS INC COM CROX	CROX	887,093	$107.0m2.89%	2.89%	Unchanged
7	TENCENT MUSIC ENTMT GROUP SPON ADS TME	TME	6,590,836	$55.0m1.49%	1.49%	Unchanged
8	APPLE INC COM AAPL	AAPL	110,600	$32.0m0.86%	0.86%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BANK AMERICA CORP BAC	BAC	2,997,987	$146.2m3.0m shares
OCCIDENTAL PETE CORP OXY	OXY	1,466,500	$95.3m1.5m shares
S&P GLOBAL INC SPGI	SPGI	121,463	$51.7m121.5k shares
BLOCK H & R INC HRB	HRB	1,626,906	$51.6m1.6m shares
MOODYS CORP MCO	MCO	117,784	$51.4m117.8k shares
MSCI INC MSCI	MSCI	18,939	$10.2m18.9k shares