Himalaya Capital Management LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by GOOGL (Alphabet Inc.) 27.74%, BAC (Bank of America Corporation) 20.69%, and PDD 18.85%, with sector exposure of Financials 48.22%, Communication Services 27.74%, and Consumer Discretionary 20.79%. The baseline metrics show return 11.05%, alpha -2.37%, beta 1.19, Sharpe 0.51, Sortino 0.66, and max drawdown -45.34%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2025-06-30 (14.77% strategy return, 4.20% benchmark, 10.57% excess, 42.62% turnover), while the weakest was 2025-12-31 (6.11% strategy return, 9.57% benchmark, -3.46% excess, 6.78% turnover). Those periods should be read alongside baseline metrics of return 11.05%, alpha -2.37%, beta 1.19, Sharpe 0.51, Sortino 0.66, and max drawdown -45.34% to judge whether returns came from persistent exposure or a narrow timing window.
The latest change list shows GOOGL unchanged to 27.74%; BAC unchanged to 20.69%; PDD unchanged to 18.85%. Combined with top 5 94.81%, top 10 100.01%, top 20 100.01%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.