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Li Lu's Stock Portfolio

HoldingsMovementsAbout
EDGAR13F-HR·2026-05-15

Concentration · Top 10

Top 10 = 95.6% of portfolio
SecurityActivity ↕Weight ↕Held Since ↕Est. Cost ⓘ
Price vs Est. Cost ↕ ⓘ
as of today
History
GOOGLALPHABET INC
22.85%Q2 2022$100.24+282.0%
GOOGALPHABET INC
21.97%≤ Q1 2021N/AN/A
PDDPDD HOLDINGS INC
14.71%Q2 2025$104.92-9.9%
BRK/BBERKSHIRE HATHAWAY INC DEL
13.44%Q3 2021$280.86+73.2%
EWBCEAST WEST BANCORP INC
9.26%Q1 2023$60.43+103.7%
BACBK OF AMERICA CORP
Trimmed -71%4.57%≤ Q1 2021N/AN/A
OXYOCCIDENTAL PETE CORP
2.98%Q2 2024$61.73-4.7%
CROXCROCS INC
Added +41%2.30%Q4 2025$84.23+31.1%
TMETENCENT MUSIC ENTMT GROUP
New1.91%Q1 2026$14.39-38.8%
SPGIS&P GLOBAL INC
New1.61%Q1 2026$463.59-9.9%
HRBBLOCK H & R INC
New1.61%Q1 2026$34.52+12.7%
MCOMOODYS CORP
New1.60%Q1 2026$472.37-4.9%
AAPLAPPLE INC
0.88%≤ Q1 2021N/AN/A
MSCIMSCI INC
New0.32%Q1 2026$562.80+4.6%