Himalaya Capital Management LLC 13F holdings and portfolio analysis
Connectez-vous pour cloner une nouvelle branche à partir du plan sélectionné, puis continuez l'optimisation dans la nouvelle branche.
Baseline
Messages d'analyseQ&R pré-générée sur ce fonds. Utilisez-la comme contexte de référence pour votre propre analyse.
Directly following the baseline exposes an investor to a highly concentrated book with top5 at 94.81% and top10/top20 at 100.01%. The biggest weights are GOOGL at 27.74%, BAC at 20.69%, PDD at 18.85%, BRK.A at 16.28%, and EWBC at 11.25%, so the result is effectively a large-bet portfolio rather than a diversified one.
The period data show the trade-off clearly: 2023-12-31 returned 10.71% versus SPY’s 4.96% with 5.75% excess, but 2025-03-31 lagged by -3.60% excess and 2024-12-31 lost -0.75% excess. Turnover ranged from 3.98 to 23.03 in the recent periods, showing that performance improved when the mix was stable and faltered when market conditions shifted.
Inspect sector balance, concentration, and lag risk next. The portfolio is 48.22% Financials, 27.74% Communication Services, 20.79% Consumer Discretionary, with only 2.17% Energy and 1.09% Technology, so a user should check whether that sector mix fits their own risk budget before copying.