Li Lu’s top 5 positions make up 93.27% of his current portfolio, reflecting a highly concentrated investment strategy. His largest holding, Bank of America (BAC), alone represents 29.31%. Below is an in-depth look at each holding, analyzing position size, value, percentage of portfolio, and recent changes.
Bank of America Corp (BAC)
Shares: 18,081,133
Value: $794.67M
Portfolio %: 29.31%
Change in Shares: N/A
% Change in Shares: N/A
Analysis: As Li Lu’s top position, BAC signals a strong long-term bet on the U.S. financial sector. The large allocation reflects his confidence in the bank’s resilience and growth potential.
Alphabet Inc – Class C (GOOG)
Shares: 3,044,000
Value: $579.70M
Portfolio %: 21.38%
Change in Shares: N/A
% Change in Shares: N/A
Analysis: GOOG is a cornerstone of Li’s portfolio, highlighting a major commitment to the digital economy. This sizeable position shows a belief in Alphabet’s continued dominance and innovation.
Alphabet Inc – Class A (GOOGL)
Shares: 2,543,300
Value: $481.45M
Portfolio %: 17.76%
Change in Shares: N/A
% Change in Shares: N/A
Analysis: Holding both GOOGL and GOOG shares further deepens his stake in Alphabet, offering dual class exposure and reinforcing a high-conviction thesis on the tech giant.
Berkshire Hathaway Inc – Class B (BRK.B)
Shares: 897,749
Value: $406.93M
Portfolio %: 15.01%
Change in Shares: N/A
% Change in Shares: N/A
Analysis: A long-standing position, BRK.B reflects Li Lu’s admiration for Warren Buffett and aligns with his value-oriented approach. The holding offers exposure to a diverse set of businesses under a trusted management team.
East West Bancorp Inc (EWBC)
Shares: 2,776,351
Value: $265.86M
Portfolio %: 9.81%
Change in Shares: N/A
% Change in Shares: N/A
Analysis: EWBC is a more focused regional banking play, likely chosen for its niche market strength and solid fundamentals. This adds depth to Li Lu’s broader financial sector exposure.
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:
