Himalaya Capital

AddedPDD134% more sharesAddedBRK.B23.5% more sharesExitedBACwas 4.6%ExitedOXYwas 3.0%ExitedSPGIwas 1.6%ExitedHRBwas 1.6%

Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)

NewTME1.9% of the bookNewSPGI1.6% of the bookNewHRB1.6% of the bookNewMCO1.6% of the bookAddedCROX41.2% more sharesTrimmedBAC71.3% fewer shares

Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)

NewCROX1.5% of the bookExitedSOCwas 0.7%

Holdings as of Dec 31 (Q4 2025), filed 48 days later (the report at the SEC)

First filing on record, nothing to compare yet.

Holdings as of Sep 30 (Q3 2025), filed 43 days later (the report at the SEC)

NewPDD17.9% of the bookTrimmedBAC24.7% fewer shares

Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)

TrimmedBAC23.4% fewer sharesTrimmedGOOG19.5% fewer sharesTrimmedAAPL65.2% fewer shares

Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)