Li Lu: Top 5 Positions Make Up 93.27% Of His Portfolio (Analysis)

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.

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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.

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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.

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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.

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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.

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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.