One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.
As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.
This week we’ll take a look at superinvestor Li Lu (3-31-2022). The current market value of his portfolio is $2,379,391,000, with a top 10 holdings concentration of 100%.
Top 10 Holdings
| SYM | COMPANY | VALUE ($000) | % | SHARES |
| MU | MICRON TECHNOLOGY INC | $893,906 | 38% | 11,476,523 |
| BAC | BK OF AMERICA CORP | $601,276 | 25% | 14,586,987 |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | $316,825 | 13% | 897,749 |
| GOOG | ALPHABET INC | $239,918 | 10% | 85,900 |
| FB | META PLATFORMS INC | $194,832 | 8.20% | 876,200 |
| AAPL | APPLE INC | $132,634 | 5.60% | 759,600 |
Top Buys
No change.
Top Sells
No change.
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
2 Comments on “Li Lu Top 10 Holdings – Q1 2022 – No New Buys”
An unusual investor, in breadth of understanding (even before defying the CCP)
and in coherence of intent.
I’m interested in knowing more of what he is up to.
Yeah, me too. One of the most interesting investors out there.