LL
Li Lu
Firm: Himalaya Capital
AUM: ~$7B
Style: Asia Value
“Munger’s chosen one”
Top Holding
GOOGL
Positions
9
Latest Filing
Q4 2025
Data Source
SEC 13F
Performance
Himalaya (Li Lu)
Investment Philosophy
Li Lu is the only external manager Charlie Munger entrusted with his personal capital. Born in China during the Cultural Revolution, he went on to build Himalaya Capital into one of the most respected Asia-focused value funds. His deep understanding of Chinese businesses gives him a unique edge.