Li Lu - Himalaya Capital: A Deep Dive into His Portfolio Strategy

from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts

Li Lu is one of the most respected long-term investors, known for focus, conviction, and patience.In this episode, we analyze Himalaya Capital Management’s portfolio, exploring major positions like GOOGL, PDD, BRK.B, BAC, AAPL, and OXY, and what they reveal about Li Lu’s investing philosophy.If you’re interested in value investing, concentrated portfolios, and learning from elite investors—this episode is for you.

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This episode is 12 minutes long.

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This episode was published on January 21, 2026.

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