◆ NeutralGOOGGOOGLGOOGMGOOGNPDDBRK.A

Li Lu, "the Chinese Warren Buffett," Has Invested 70% of Himalaya's Capital in Just 2 Stocks

The Motley Fool·
Li Lu, "the Chinese Warren Buffett," Has Invested 70% of Himalaya's Capital in Just 2 Stocks

Li Lu's Himalaya Capital has concentrated 70% of its $3.7 billion portfolio into two stocks: Alphabet (48%) and PDD Holdings (22%). Alphabet is viewed as a strong long-term buy despite DOJ antitrust concerns and AI competition, while PDD Holdings trades at cheap valuations but faces headwinds from U.S.-China trade tensions and slowing Chinese economic growth.

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