H&H International Investment, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 34.2M | $7.6B | 63.3% | $127.27 | +73.46% | 25 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.4M | $1.8B | 15.0% | $186.65 | +181.97% | 25 qtrssince 2019-Q1 | Decreased 0 |
PDD HOLDINGS INC | 7.8M | $917.7M | 7.6% | $116.56 | +3.34% | 5 qtrssince 2024-Q1 | Increased 69 |
OCCIDENTAL PETROLEUM CORP | 13.8M | $682.5M | 5.7% | $50.20 | -4.33% | 6 qtrssince 2023-Q4 | Increased 65 |
ALIBABA GROUP HOLDING-SP ADR | 4M | $526.6M | 4.4% | $108.90 | +18.32% | 16 qtrssince 2021-Q2 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $173.5M | 1.4% | $97.57 | +59.51% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 299,200 | $112.3M | 0.9% | $376.78 | 0.00% | 1 qtr | New 62 |
WALT DISNEY CO/THE | 723,000 | $71.4M | 0.6% | $103.77 | -6.53% | 21 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 645,100 | $69.9M | 0.6% | $109.65 | 0.00% | 1 qtr | New 61 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 271,792 | $45.1M | 0.4% | $163.69 | 0.00% | 1 qtr | New 51 |
MODERNA INC | 83,000 | $2.4M | 0.0% | $121.57 | -46.98% | 14 qtrssince 2021-Q4 | Decreased 0 |
H&H International Investment, LLC manages $12B across 11 positions as of Q1 2025. Top holdings: AAPL (63.3%), BRK/B (15.0%), PDD (7.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, increased 2, trimmed 6. Top move: PDD (INCREASED, conviction 69). Portfolio: $12.0B across 11 positions.
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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