H&H International Investment, LLC
Institutional investor · Portfolio as of Q1 2022
SEC EDGAR SourceSEC Filings
H&H International Investment, LLC manages $9.4B across 8 positions as of Q1 2022. Top holdings: AAPL (65.6%), BRK/B (25.3%), GOOG (4.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Q1 2022 Summary
Exited 4, increased 4, trimmed 1. Top move: GOOG (INCREASED, conviction 95). Portfolio: $9.4B across 8 positions.
Top holdings by portfolio weight
AAPL65.56%
BRK/B25.31%
GOOG4.09%
BABA3.02%
DIS1.35%
MRNA0.29%
ZM0.26%
JOYY0.12%
GOTU0.00%
XOM0.00%
Portfolio allocation by GICS sector
Technology65.82%
Financial Services25.31%
Communication Services5.56%
Consumer Cyclical3.02%
Healthcare0.29%
Behavioral investing profile
7-dimension quality assessment
Solid(2.5 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings8 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 35.4M | $6.2B | 65.6% | $115.01 | +51.45% | 13 qtrssince 2019-Q1 | Increased 75 |
BERKSHIRE HATHAWAY INC DEL | 6.8M | $2.4B | 25.3% | $186.65 | +91.59% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 138,100 | $385.7M | 4.1% | $136.16 | +3.98% | 13 qtrssince 2019-Q1 | Increased 95 |
ALIBABA GROUP HLDG LTD | 2.6M | $284.8M | 3.0% | $172.78 | -35.92% | 4 qtrssince 2021-Q2 | Increased 62 |
DISNEY WALT CO | 926,800 | $127.1M | 1.3% | $103.77 | +32.71% | 9 qtrssince 2020-Q1 | Unchanged 0 |
MODERNA INC | 160,000 | $27.6M | 0.3% | $203.68 | -14.12% | 2 qtrssince 2021-Q4 | Increased 58 |
ZOOM COMMUNICATIONS INC | 209,800 | $24.6M | 0.3% | $257.41 | -52.45% | 3 qtrssince 2021-Q3 | Unchanged 0 |
JOYY INC | 302,500 | $11.1M | 0.1% | $51.67 | -38.05% | 6 qtrssince 2020-Q4 | Unchanged 0 |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer