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

Institutional investor · Portfolio as of Q1 2019

Top Holdings9 positions

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Activity:

APPLE INC

3.3M$632.1M56.6%$45.220.00%
1 qtr
First report
0

BERKSHIRE HATHAWAY INC DEL

950,000$190.8M17.1%$200.890.00%
1 qtr
First report
0

META PLATFORMS INC

908,400$151.4M13.6%$165.530.00%
1 qtr
First report
0

ALPHABET INC

80,000$93.9M8.4%$58.120.00%
1 qtr
First report
0

AMAZON COM INC

20,000$35.6M3.2%$89.040.00%
1 qtr
First report
0
PDDPDD
ADR

PDD HOLDINGS INC

370,000$9.2M0.8%$24.800.00%
1 qtr
First report
0

GENERAL ELECTRIC CO

200,000$2M0.2%$48.080.00%
1 qtr
First report
0

STARBUCKS CORP

10,000$743,0000.1%$63.070.00%
1 qtr
First report
0
SOGOSOGODelisted
ADR

SOGOU INC-ADR

110,000$653,0000.1%——
1 qtr
First report
0
$1.1B
AUM
9
Positions
Q1 2019
Filing
HI score · 4.5/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
Q1'19

First report: nothing earlier to compare

Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
<1Q100%1-4Q0%1-2Y0%2Y+0%

H&H International Investment, LLC manages $1.1B across 9 positions as of Q1 2019. Top holdings: AAPL (56.6%), BRK/B (17.1%), META (13.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.

Q1 2019 Summary

First quarter we have for this fund: 9 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.1B across 9 positions.

Top holdings by portfolio weight

Total AUM$1B
AAPL56.62%
BRK/B17.09%
META13.56%
GOOG8.41%
AMZN3.19%
PDD0.82%
GE0.18%
SBUX0.07%
SOGO0.06%

Portfolio allocation by GICS sector

Sectors6
Technology56.62%
Communication Services21.97%
Financial Services17.09%
Consumer Cyclical4.08%
Industrials0.18%
Unknown0.06%

Behavioral investing profile

7-dimension, SEC 13F-derived research score
Elite(4.5 / 5.0)
Holdings P&L81
Conviction48
Concentration100
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Similar Funds

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Accumulation Streaks

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

Security
4Q
BRK/BBRK/BBERKSHIRE HATHAWAY INC DEL
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3Q
PDDPDDPDD HOLDINGS INC
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2Q
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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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