H&H International Investment, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings9 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 35.3M | $4.3B | 60.0% | $102.38 | +16.00% | 9 qtrssince 2019-Q1 | Increased 79 |
BERKSHIRE HATHAWAY INC-CL B | 7.7M | $2B | 27.4% | $182.21 | +41.70% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 280,000 | $579.2M | 8.1% | $63.42 | +60.86% | 9 qtrssince 2019-Q1 | Increased 64 |
WALT DISNEY CO/THE | 837,000 | $154.4M | 2.1% | $98.56 | +83.90% | 5 qtrssince 2020-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 1.6M | $60.1M | 0.8% | $20.81 | +66.86% | 5 qtrssince 2020-Q1 | Decreased 0 |
TOYOTA MOTOR CORP -SPON ADR | 335,900 | $52.4M | 0.7% | $114.98 | +66.21% | 5 qtrssince 2020-Q1 | Increased 47 |
EXXON MOBIL CORP | 899,700 | $50.2M | 0.7% | $43.08 | +8.65% | 8 qtrssince 2019-Q2 | Unchanged 0 |
JOYY INC | 72,500 | $6.8M | 0.1% | $65.35 | +19.30% | 2 qtrssince 2020-Q4 | Decreased 0 |
WELLS FARGO & CO | 136,000 | $5.3M | 0.1% | $39.66 | -11.65% | 8 qtrssince 2019-Q2 | Unchanged 0 |
H&H International Investment, LLC manages $7.2B across 9 positions as of Q1 2021. Top holdings: AAPL (60.0%), BRK/B (27.4%), GOOG (8.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Exited 5, increased 3, trimmed 4. Top move: AAPL (INCREASED, conviction 79). Portfolio: $7.2B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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