H&H International Investment, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings18 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 27.1M | $7.8B | 41.1% | $129.23 | +142.55% | 30 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 9.2M | $4.6B | 24.2% | $381.88 | +32.22% | 30 qtrssince 2019-Q1 | Increased 65 |
PDD HOLDINGS INC | 25M | $1.9B | 10.0% | $102.13 | -15.07% | 10 qtrssince 2024-Q1 | Increased 80 |
TESLA INC | 3.4M | $1.4B | 7.4% | $392.43 | -11.88% | 2 qtrssince 2026-Q1 | Decreased 0 |
NVIDIA CORP | 6.3M | $1.3B | 6.6% | $181.29 | +15.65% | 6 qtrssince 2025-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2M | $695.6M | 3.6% | $219.92 | +54.19% | 30 qtrssince 2019-Q1 | Decreased 0 |
OCCIDENTAL PETROLEUM CORP | 10.3M | $498.4M | 2.6% | $50.20 | +16.78% | 11 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 754,100 | $281.3M | 1.5% | $433.18 | +14.59% | 6 qtrssince 2025-Q1 | Decreased 0 |
CREDO TECHNOLOGY GROUP HOLDI | 701,200 | $190.7M | 1.0% | $103.28 | +119.30% | 3 qtrssince 2025-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 399,600 | $166.1M | 0.9% | $289.21 | +38.66% | 2 qtrssince 2026-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 1.7M | $164.3M | 0.9% | $102.69 | +6.76% | 26 qtrssince 2020-Q1 | Increased 51 |
ALIBABA GROUP HOLDING-SP ADR | 301,400 | $28.9M | 0.2% | $95.98 | +24.85% | 1 qtr | New 51 |
CIRCLE INTERNET GROUP INC | 200,000 | $12.5M | 0.1% | $95.41 | -5.76% | 2 qtrssince 2026-Q1 | Unchanged 0 |
PALANTIR TECHNOLOGIES INC-A | 60,000 | $7M | 0.0% | $147.22 | +20.57% | 2 qtrssince 2026-Q1 | Unchanged 0 |
SYNOPSYS INC | 10,000 | $4.5M | 0.0% | $424.32 | -3.37% | 2 qtrssince 2026-Q1 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 10,000 | $2.5M | 0.0% | $165.79 | +90.22% | 2 qtrssince 2026-Q1 | Unchanged 0 |
Tempus AI, Inc. Class A | 20,000 | $1.2M | 0.0% | $60.39 | +13.40% | 3 qtrssince 2025-Q4 | Unchanged 0 |
INNODATA INC | 10,000 | $755,800 | 0.0% | $43.72 | +27.72% | 2 qtrssince 2026-Q1 | Unchanged 0 |
H&H International Investment, LLC manages $19.1B across 18 positions as of Q2 2026. Top holdings: AAPL (41.1%), BRK/B (24.2%), PDD (10.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 2, increased 3, trimmed 7. Top move: PDD (INCREASED, conviction 80). Portfolio: $19.1B across 18 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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