H&H International Investment, LLCH&H International Investment, LLC

Institutional investor · Portfolio as of Q2 2026

Top Holdings18 positions

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Activity:

APPLE INC

27.1M$7.8B41.1%$116.92+191.89%
30 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC DEL

9.2M$4.6B24.2%$382.18+36.21%
30 qtrssince 2019-Q1
Increased
65
PDDPDD
ADR

PDD HOLDINGS INC

25M$1.9B10.0%$102.76-20.24%
10 qtrssince 2024-Q1
Increased
80

TESLA INC

3.4M$1.4B7.4%$371.75+0.94%
2 qtrssince 2026-Q1
Decreased
0

NVIDIA CORPORATION

6.3M$1.3B6.6%$177.65+28.63%
6 qtrssince 2025-Q1
Decreased
0

ALPHABET INC

2M$695.6M3.6%$216.11+61.73%
30 qtrssince 2019-Q1
Decreased
0

OCCIDENTAL PETE CORP

10.3M$498.4M2.6%$50.07+23.12%
11 qtrssince 2023-Q4
Unchanged
0

MICROSOFT CORP

754,100$281.3M1.5%$433.18+25.46%
6 qtrssince 2025-Q1
Decreased
0

CREDO TECHNOLOGY GROUP HOLDI

701,200$190.7M1.0%$103.28+92.01%
3 qtrssince 2025-Q4
Decreased
0

UNITEDHEALTH GROUP INC

399,600$166.1M0.9%$267.41+41.27%
2 qtrssince 2026-Q1
Decreased
0

DISNEY WALT CO

1.7M$164.3M0.9%$97.68+11.16%
26 qtrssince 2020-Q1
Increased
51
BABABABA
ADR

ALIBABA GROUP HLDG LTD

301,400$28.9M0.2%$95.98+15.49%
1 qtr
New
51

CIRCLE INTERNET GROUP INC

200,000$12.5M0.1%$95.41-11.68%
2 qtrssince 2026-Q1
Unchanged
0

PALANTIR TECHNOLOGIES INC

60,000$7M0.0%$147.22+41.74%
2 qtrssince 2026-Q1
Unchanged
0

SYNOPSYS INC

10,000$4.5M0.0%$396.48+24.73%
2 qtrssince 2026-Q1
Unchanged
0

SNOWFLAKE INC

10,000$2.5M0.0%$165.79+115.79%
2 qtrssince 2026-Q1
Unchanged
0

TEMPUS AI INC

20,000$1.2M0.0%$60.39+12.97%
3 qtrssince 2025-Q4
Unchanged
0

INNODATA INC

10,000$755,8000.0%$38.62+51.17%
2 qtrssince 2026-Q1
Unchanged
0
$19.1B
AUM
18
Positions
Q2 2026
Filing
HI score · 4.0/5
Quarterly 13F Value Change
-17%Q1'25$12B-4%Q2'25$11.5B+27%Q3'25$14.7B+19%Q4'25$17.5B+14%Q1'26$20B-5%Q2'26$19.1B
Activity profile
$ moved · Q2'26
New1%Increased13%Decreased84%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.7 years
<1Q0%1-4Q50%1-2Y11%2Y+39%

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.

Q2 2026 Summary

Added 1 new position, exited 2, increased 3, trimmed 7. Top move: PDD (INCREASED, conviction 80). Portfolio: $19.1B across 18 positions.

Top holdings by portfolio weight

Total AUM$19B
AAPL41.05%
BRK/B24.18%
PDD9.99%
TSLA7.44%
NVDA6.58%
GOOG3.64%
OXY2.61%
MSFT1.47%
CRDO1.00%
UNH0.87%
Other0.86%

Portfolio allocation by GICS sector

Sectors6
Technology50.18%
Financial Services24.25%
Consumer Cyclical17.59%
Communication Services4.50%
Energy2.61%
Healthcare0.88%

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services, Consumer Cyclical
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L85
Conviction48
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

Funds with similar investing DNA

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
4Q
BRK/BBRK/BBERKSHIRE HATHAWAY INC DEL
Q3 2025 → Q2 2026+5.8M shares+$3B
3Q
PDDPDDPDD HOLDINGS INC
Q4 2025 → Q2 2026+16.4M shares+$775.4M
2Q
DISDISDISNEY WALT CO
Q1 2026 → Q2 2026+994,600 shares+$83.3M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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