2026 · Documented public record
SEC 13F (via trackers)
Decision — Disclosed new 6,153,119-share PDD block (~$469M). Context: 13F filed Aug 14, 2026; 8 US holdings. Outcome (partial): Open — newly disclosed.
Li Lu on Contrarianism
3 INDEXED REFERENCES2008–20263 SHOWN FREE
Acting against consensus when price and value diverge.
SELECTED REFERENCES
2010 · Documented public record
PKU 2024 keynote + 13F trackers
Decision — Built the Alphabet/US mega-cap book alongside Asia. Context: PKU 2024 keynote describes current positioning. Outcome (known): US sleeve visible in 13F filings (~$3.2B).
2008 · Documented public record
CNBC (Munger account)
Decision — Introduced BYD to Munger; Berkshire bought ~10% (~$230M). Context: 225M H-shares at ~HK$8; “Munger deserves 100 percent of the credit.” Outcome (known): Multi-bagger anchor position; BYD held “about 22 years” per the 2024 interview.
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