May. 16 at 9:45 PM
🔍 𝗛𝗜𝗠𝗔𝗟𝗔𝗬𝗔 13𝗙 𝗜𝗦 𝗢𝗨𝗧 🔎
Notable Portfolio Updates:
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀:
$TME
𝗔𝗱𝗱𝗲𝗱 40% 𝗺𝗼𝗿𝗲:
$CROX
𝗥𝗲𝗱𝘂𝗰𝗲𝗱 by 70%:
$BAC
His 3rd biggest position is
$PDD, he has been holding it for 5 quarters
Li Lu'S portfolio is up 96.68% in past 3 yrs
Source: hedgefollow.com/funds/Himalaya+Capital+Management