9AT: HIMALAYA CAPITAL

other names

HIMALAYA CAPITAL
HIMALAYA MANAGEMENT LLC
HIMALAYA CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date	03/31/2025
ADV Location	SEATTLE, WA, United States
Adviser Type - Large advisory firm
Number of Employees	20 5%
of those in investment advisory functions	18 13%
Registration	SEC, Approved, 11/04/2011

AUM^*	17,183,655,152 15%
of that, discretionary	17,183,655,152 21%
Private Fund GAV^*	17,183,655,152
Avg Account Size	8,591,827,576 21%
SMA’s	No
Private Funds	2
Contact Info	(20 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count2	GAV$17,183,655,152

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CEVIAN CAPITAL II GP LIMITED	Hedge Fund14.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV14.2b	AUM14.3b	#Funds4
Adviser ARK INVEST	Hedge Fund64.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund271.5m	Other Fund3.3m	Total Private Fund GAV610.2m	AUM13.0b	#Funds14
Adviser CROW HOLDINGS CAPITAL	Hedge Fund10.3b	Liquidity Fund-	Private Equity Fund125.0k	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV10.3b	AUM14.0b	#Funds43
Adviser APPALOOSA LP	Hedge Fund17.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV17.7b	AUM17.7b	#Funds3
Adviser AKRE CAPITAL MANAGEMENT, LLC	Hedge Fund2.4b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.4b	AUM14.4b	#Funds3
Adviser DURABLE CAPITAL PARTNERS LP	Hedge Fund18.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.2b	AUM18.2b	#Funds5
Adviser UBS OCONNOR LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM13.8b	#Funds-
Adviser ALYESKA INVESTMENT GROUP, L.P.	Hedge Fund31.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV31.7b	AUM31.7b	#Funds3
Adviser LINDEN ADVISORS LP	Hedge Fund26.6b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV26.6b	AUM27.3b	#Funds4
Adviser YACKTMAN ASSET MANAGEMENT LP	Hedge Fund67.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV67.2m	AUM13.2b	#Funds1

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker02079K107	Stock NameALPHABET INC	$ Position$796,052,900	% Position22.00%	$ Change33.00%	# Change4.00%
Stck Ticker02079K305	Stock NameALPHABET INC	$ Position$769,217,940	% Position22.00%	$ Change24.00%	# Change-4.00%
Stck Ticker060505104	Stock NameBK OF AMERICA CORP	$ Position$573,726,285	% Position16.00%	$ Change7.00%	# Change0.00%
Stck Ticker722304102	Stock NamePDD HOLDINGS INC	$ Position$522,501,120	% Position15.00%	$ Change-14.00%	# Change0.00%
Stck Ticker084670702	Stock NameBERKSHIRE HATHAWAY INC DEL	$ Position$451,253,535	% Position13.00%	$ Change0.00%	# Change0.00%
Stck Ticker27579R104	Stock NameEAST WEST BANCORP INC	$ Position$312,034,089	% Position9.00%	$ Change6.00%	# Change0.00%
Stck Ticker674599105	Stock NameOCCIDENTAL PETE CORP	$ Position$60,302,480	% Position2.00%	$ Change-13.00%	# Change0.00%
Stck Ticker227046109	Stock NameCROCS INC	$ Position$53,720,158	% Position2.00%	$ Change	# Change
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$30,067,716	% Position1.00%	$ Change7.00%	# Change0.00%

Brochure Summary

Overview

A. Himalaya Capital is a Delaware limited liability company founded in 1997. Li Lu (the “Portfolio Manager”) controls and is the principal owner of Himalaya Capital. References to “we,” “us,” or “our” herein refer to Himalaya Capital and its affiliates. B. We provide investment management services to a single mini-master fund structure comprised of Himalaya Capital Investors, L.P. (the “Master Fund”), a Delaware limited partnership formerly known as LL Investment Partners, L.P., and Himalaya Capital Investors (Offshore), L.P. (the “Offshore Feeder Fund,” collectively with the Master Fund, “HCI”), a Cayman Islands exempted limited partnership, whereby the Offshore Feeder Fund invests substantially all of its investable assets into the Master Fund. LL Group, LLC and LL Group (Offshore), LLC serve as the General Partners (each, a “GP”, and collectively “GPs”) of the Master Fund and the Offshore Feeder Fund, respectively. Both of the GPs are Delaware limited liability companies

under common control with Himalaya Capital. C. We manage HCI’s investments in accordance with investment objectives set forth in HCI’s Limited Partnership Agreements (“LPAs”). The investment management services Himalaya Capital provides to HCI includes control over HCI’s investment decisions, execution of discretionary trades in a manner consistent with HCI’s investment strategies, and arrangement and execution of certain administrative duties, including arranging for an annual financial audit and contracting with a fund administrator and other duties. HCI’s investors are admitted as limited partners (“Limited Partners”) but are not considered our clients. We generally do not provide any individualized investment advice or tailor our advisory services to the needs of Limited Partners. D. Himalaya Capital does not participate in wrap fee programs. E. As of December 31, 2023, we managed approximately $14,985,604,000 in regulatory assets under management on a discretionary basis.

HIMALAYA CAPITAL

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