Li Lu – Top 10 Holdings – Q2 2022 – New Buys GOOG, GOOGL

Johnny HopkinsStock ScreenerLeave a Comment

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 (6-30-2022). The current market value of his portfolio is $1,873,698,000 with a top 10 holdings concentration of 100%.

Top 10 Holdings

SYM COMPANY VALUE ($000) % SHARES
MU MICRON TECHNOLOGY INC 634,422 34% 11,476,523
BAC BK OF AMERICA CORP 454,093 24% 14,586,987
GOOG ALPHABET INC 332,930 18% 152,200
BRK.B BERKSHIRE HATHAWAY INC 245,103 13% 897,749
AAPL APPLE INC 103,853 5.50% 759,600
GOOGL ALPHABET INC 103,297 5.50% 47,400

Top Buys

SYM COMPANY %
GOOG ALPHABET INC 7.69
GOOGL ALPHABET INC 5.51

Top Sells

SYM COMPANY %
META META PLATFORMS INC 8.19

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