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Li Lu's Stock Portfolio

Holdings Movements About

+5↑1↓1

EDGAR13F-HR·2026-05-15

New positions5

Security	Before	After	Δ Shares	Δ %	Value
TMETENCENT MUSIC ENTMT GROUP	—	6.59M	—	—	$61.2M
SPGIS&P GLOBAL INC	—	121K	—	—	$51.7M
HRBBLOCK H & R INC	—	1.63M	—	—	$51.6M
MCOMOODYS CORP	—	118K	—	—	$51.4M
MSCIMSCI INC	—	19K	—	—	$10.2M

Increased positions1

Security	Before	After	Δ Shares	Δ %	Value
CROXCROCS INC	628K	887K	+259K	+41.2%	$73.6M

Trimmed positions1

Security	Before	After	Δ Shares	Δ %	Value
BACBK OF AMERICA CORP	10.43M	3.00M	-7.43M	-71.3%	$146.2M

Unchanged positions7

Security	Before	After	Δ Shares	Δ %	Value
GOOGLALPHABET INC	2.54M	2.54M	0	0.0%	$731.4M
GOOGALPHABET INC	2.45M	2.45M	0	0.0%	$703.2M
PDDPDD HOLDINGS INC	4.61M	4.61M	0	0.0%	$470.8M
BRK/BBERKSHIRE HATHAWAY INC DEL	898K	898K	0	0.0%	$430.2M
EWBCEAST WEST BANCORP INC	2.78M	2.78M	0	0.0%	$296.4M
OXYOCCIDENTAL PETE CORP	1.47M	1.47M	0	0.0%	$95.3M
AAPLAPPLE INC	111K	111K	0	0.0%	$28.1M