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Himalaya Capital leader reveals equity portfolio for second quarter, selling out of Micron and adding to East West Bancorp

United statesHotchkis wileyBenjamin grahamCi select canadian equity fundBerkshire hathawayEast west bancorpBrkb incMicron technology incMicron technologyParnassus value equity fundBancorp incEast westCapital managementWarren buffettCharlie mungerAltmanz score