Current position

Li Lu’s Crocs Inc (CROX) 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 reportedQ4 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares887.09KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Himalaya Capital Management first reported Crocs Inc in Q4 2025. The reported position was increased across later filings. Himalaya Capital Management currently reports 887.09K 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 change887.09K shares reported
Filing context

Quarter-end price $120.64 · Estimated holding basis $84.79

Q1 2026
Bought 41.2% more+258.93K shares · 887.09K shares reported after the change
Filing context

Quarter-end price $83.02 · Estimated holding basis $84.79

Q4 2025
New position+628.16K shares · 628.16K shares reported
Filing context

Quarter-end price $85.52 · Estimated holding basis $85.52

Portfolio importance

How important is Crocs Inc 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 weight2.9%Q2 2026
Current rank#6of 8 reported positions
Peak portfolio weight2.9%Q2 2026
Best historical rank#6Q2 2026
At peak importanceQ2 2026
CROX
2.9%
Largest holding
24.5%
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$122.242026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$120.64Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$84.79Historical reference — not actual purchase price

Calculated from supported filing history.

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

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.