Li Lu · portfolio filed with the SEC for Q2 2026 (quarter end 2026-06-30, filed 2026-08-14), compared with Q1 2026.
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Go Pro| Stock | Weight | Value | Held since | Vs. previous quarter |
|---|---|---|---|---|
| GOOGL Alphabet Inc | 47.9% | $1.8B | Q3 2023 or earlier | = |
| PDD PDD Holdings Inc | 22.2% | $820.9M | Q2 2025 | +134% bought Q2 2026 · $73.30–$104.79 · avg $92.38 ·
today -12.4% |
| BRK-B Berkshire Hathaway Inc DEL | 15.0% | $554.6M | Q3 2023 or earlier | +24% bought Q2 2026 · $465.40–$500.39 · avg $480.75 ·
today +9.5% |
| EWBC East West Bancorp Inc | 9.7% | $358.4M | Q3 2023 or earlier | = |
| CROX Crocs Inc | 2.9% | $107.0M | Q4 2025 | = |
| TME Tencent Music Entertainm | 1.5% | $55.0M | Q1 2026 | = |
| AAPL Apple Inc | 0.9% | $32.0M | Q3 2023 or earlier | = |
| Stock | Value last quarter |
|---|---|
| BAC BK OF America Corp | $146.2M |
| HRB Block H & R Inc | $51.6M |
| MCO Moodys Corp | $51.4M |
| MSCI Msci Inc | $10.2M |
| OXY Occidental Pete Corp | $95.3M |
| SPGI S&p Global Inc | $51.7M |
A 13F is a snapshot of the portfolio at each quarter end: it doesn't show the day of each purchase. "Held since" is the first quarter in which the position appears continuously (up to 3 years of history). For this quarter's purchases we show the range of closing prices in the quarter and its average, the best estimate of the purchase price, and how much it has moved since.
Source: SEC EDGAR, Form 13F-HR. Long US equity positions only (no shorts, cash or options). For information purposes only; not investment advice.