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Li Lu's Stock Portfolio

HoldingsMovementsAbout
EDGAR13F-HR·2026-08-14

Concentration · Top 10

Top 10 = 100.0% of portfolio
SecurityActivity ↕Weight ↕Held Since ↕Est. Cost ⓘ
Price vs Est. Cost ↕ ⓘ
as of today
History
GOOGLALPHABET INC
24.55%Q2 2022$100.24+239.8%
GOOGALPHABET INC C
23.39%≤ Q1 2021N/AN/A
PDDPDD HOLDINGS INC
Added +134%22.17%Q2 2025$97.75-13.4%
BRK/BBERKSHIRE HATHAWAY INC DEL
Added +23%14.98%Q3 2021$316.89+58.9%
EWBCEAST WEST BANCORP INC
9.68%Q1 2023$60.43+114.6%
CROXCROCS INC
2.89%Q4 2025$84.23+44.5%
TMETENCENT MUSIC ENTERTAINM
1.49%Q1 2026$14.39-39.8%
AAPLAPPLE INC
0.86%≤ Q1 2021N/AN/A

Closed this quarter · 6

SecurityActivityPreceding WeightHeld SinceEst. Cost ⓘHistory
BACBANK OF AMER CORP
Sold4.57%N/A—
OXYOCCIDENTAL PETE CORP
Sold2.98%Q2 2024$61.73
SPGIS&P GLOBAL INC
Sold1.61%Q1 2026$437.57
HRBBLOCK H & R INC
Sold1.61%Q1 2026$34.52
MCOMOODYS CORP
Sold1.60%Q1 2026$472.37
MSCIMSCI INC
Sold0.32%Q1 2026$562.80