H&H International Investment, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings17 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 6.7M | $1.7B | 58.3% | $53.62 | +14.39% | 5 qtrssince 2019-Q1 | Increased 100 |
BERKSHIRE HATHAWAY INC-CL B | 1.7M | $314.9M | 10.8% | $193.95 | -5.55% | 5 qtrssince 2019-Q1 | Increased 95 |
ALPHABET INC-CL C | 178,900 | $208M | 7.2% | $56.37 | +0.96% | 5 qtrssince 2019-Q1 | Increased 69 |
WALT DISNEY CO/THE | 2.1M | $199M | 6.8% | $97.50 | 0.00% | 1 qtr | New 97 |
AMAZON.COM INC | 88,500 | $172.6M | 5.9% | $91.73 | +7.05% | 5 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 946,400 | $157.9M | 5.4% | $166.78 | -1.19% | 5 qtrssince 2019-Q1 | Increased 65 |
PDD HOLDINGS INC | 2M | $73.2M | 2.5% | $33.51 | +6.33% | 5 qtrssince 2019-Q1 | Increased 85 |
EXXON MOBIL CORP | 899,700 | $34.2M | 1.2% | $43.08 | -33.61% | 4 qtrssince 2019-Q2 | Increased 73 |
3M CO | 119,900 | $16.4M | 0.6% | $92.77 | 0.00% | 1 qtr | New 58 |
TOYOTA MOTOR CORP -SPON ADR | 112,400 | $13.5M | 0.5% | $108.70 | 0.00% | 1 qtr | New 49 |
BANK OF AMERICA CORP | 600,000 | $12.7M | 0.4% | $19.14 | 0.00% | 1 qtr | New 49 |
WELLS FARGO & CO | 136,000 | $3.9M | 0.1% | $39.66 | -35.00% | 4 qtrssince 2019-Q2 | Unchanged 0 |
BIOGEN IDEC INC | 10,000 | $3.2M | 0.1% | $316.13 | -33.84% | 1 qtr | New 47 |
GENERAL ELECTRIC CO | 200,000 | $1.6M | 0.1% | — | — | — | — |
SOGOU INC | 240,000 | $806,000 | 0.0% | — | — | 5 qtrssince 2019-Q1 | Unchanged 0 |
GILEAD SCIENCES INC | 10,500 | $785,000 | 0.0% | $60.78 | +128.56% | 1 qtr | New 37 |
STARBUCKS CORP | 10,000 | $657,000 | 0.0% | $63.80 | -7.05% | 5 qtrssince 2019-Q1 | Unchanged 0 |
H&H International Investment, LLC manages $2.9B across 17 positions as of Q1 2020. Top holdings: AAPL (58.3%), BRK/B (10.8%), GOOG (7.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 6 new positions, 0 exits, 6 increased. Top move: AAPL (INCREASED, conviction 100). Portfolio: $2.9B across 17 positions.
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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