Current position

Li Lu’s Alphabet (GOOGL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Himalaya Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares2.54MHighest verified quarter-end share count
Quarters reported17Verified quarters with shares above zero
What happened?

Himalaya Capital Management first reported Alphabet in Q2 2022. The reported position was increased across later filings. Himalaya Capital Management currently reports 2.54M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change2.54M shares reported
Filing context

Quarter-end price $357.37 · Estimated holding basis $95.96

Q4 2022
Bought 168.3% more+1.60M shares · 2.54M shares reported after the change
Filing context

Quarter-end price $88.23 · Estimated holding basis $95.96

Q2 2022
New position+47.40K shares · 47.40K shares reported
Filing context

Quarter-end price $2,179.26 · Estimated holding basis $2,179.26

14 unchanged quarters are collapsed by default.

Portfolio importance

How important is Alphabet in Himalaya Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight24.5%Q2 2026
Current rank#1of 8 reported positions
Peak portfolio weight24.5%Q2 2026
Best historical rank#1Q3 2025
At peak importanceQ2 2026
GOOGL
24.5%
Largest holding
24.5%
Cross-investor discovery

Who else owns Alphabet?

Also reported by 13 other tracked investors in their latest verified filings.

Warren BuffettBerkshire Hathaway
GOOGL9.4% of reported portfolio
David AbramsAbrams Capital Management, L.P.
GOOGL8.9% of reported portfolio
Chase ColemanTiger Global Management LLC
GOOGL8.7% of reported portfolio
Explore Alphabet across all tracked investors →
MarketInsiderLab research

Connected research on Alphabet

Only published MIL research mapped to the exact stock identity is shown here.

DECODERMarc Chaikin’s “100X Starburst Opportunity” Teaser: Is Alphabet (GOOGL) the Stock?Sep 2, 2026

Marc Chaikin’s “100X Starburst Opportunity” points to Alphabet. We test the breakup thesis, private-company exposure, cloud growth and…

SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$349.542026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$357.37Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$95.96Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Alphabet stock page →

This tracker follows Himalaya Capital Management’s Form 13F disclosures. It is not Li Lu’s personal portfolio, and 13F filings do not reveal exact trade dates or execution prices.