GuruTrack

Li Lu

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Summary
Li Lu disclosed 14 positions in its latest 13F (2026 Q1), a portfolio value of ~$3.20B, across 5 sectors; top holdings GOOGL, GOOG, PDD. This quarter: 5 new, 1 added, 1 trimmed. Data from public SEC 13F filings, delayed up to ~45 days.
Portfolio value$3.20B
Holdings14incl. options
Sectors5
Latest filing2026 Q1
New5$226.06M
Added1$19.93M
Trimmed1$427.57M
Sold0

Guru playbook

This quarter at a glance
Focused bookHighly concentrated · top 5 = 82%High turnover · activeCommunication Services-heavy

Circle of competence (by value)

Communication Services47%
Financials30%
Consumer Discretionary15%

Biggest new buy

TMETENCENT MUSIC ENTERTAINM-ADR

New buy · of book 1.9%

Biggest add

CROXCROCS INC

Added +41.2%

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q1, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.