Li LuPortfolio & 13F holdings
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A handful of positions, held for years.
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Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 4, 2024 to Nov 4, 2026, at closing prices. Past trades don't guarantee future results.
Latest moves
Share-count changes versus the prior quarter's filing.
What Li holds
8 listed positions- $CROXCROCS INC+26.8%$107.0M · 3%
- $AAPLAPPLE INC+18.9%$32.0M · 1%
- $BRK-BBERKSHIRE HATHAWAY INC DEL+14.4%$554.6M · 15%
- $TMETENCENT MUSIC ENTERTAINM+13.2%$55.0M · 1%
- $PDDPDD HOLDINGS INC+10.1%$820.9M · 22%
- $EWBCEAST WEST BANCORP INC0.0%$358.4M · 10%
- $GOOGALPHABET INC−20.3%$866.1M · 23%
- $GOOGLALPHABET INC−20.9%$908.9M · 25%
| Ticker | Company | Today | Position | Weight | Since disclosed |
|---|---|---|---|---|---|
| $CROX | CROCS INC | $107.0M | 2.9% | +26.8% | |
| $AAPL | APPLE INC | $32.0M | 0.9% | +18.9% | |
| $BRK-B | BERKSHIRE HATHAWAY INC DEL | $554.6M | 15.0% | +14.4% | |
| $TME | TENCENT MUSIC ENTERTAINM | $55.0M | 1.5% | +13.2% | |
| $PDD | PDD HOLDINGS INC | $820.9M | 22.2% | +10.1% | |
| $EWBC | EAST WEST BANCORP INC | $358.4M | 9.7% | 0.0% | |
| $GOOG | ALPHABET INC | $866.1M | 23.4% | −20.3% | |
| $GOOGL | ALPHABET INC | $908.9M | 24.5% | −20.9% |
Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.
Source: SEC Form 13F-HR · filings on EDGAR ↗
Copy Li's portfolio
5 of 8 priced positions are up since the quarter ended Jun 30, 2026.
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