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

Institutional investor · Portfolio as of Q1 2025

Top Holdings11 positions

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Activity:

APPLE INC

34.2M$7.6B63.3%$114.64+92.58%
25 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC DEL

3.4M$1.8B15.0%$187.50+184.04%
25 qtrssince 2019-Q1
Decreased
0
PDDPDD
ADR

PDD HOLDINGS INC

7.8M$917.7M7.6%$117.25+0.94%
5 qtrssince 2024-Q1
Increased
69

OCCIDENTAL PETE CORP

13.8M$682.5M5.7%$50.07-4.40%
6 qtrssince 2023-Q4
Increased
65
BABABABA
ADR

ALIBABA GROUP HLDG LTD

4M$526.6M4.4%$108.90+18.32%
16 qtrssince 2021-Q2
Decreased
0

ALPHABET INC

1.1M$173.5M1.4%$115.44+34.70%
25 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

299,200$112.3M0.9%$371.030.00%
1 qtr
New
62

DISNEY WALT CO

723,000$71.4M0.6%$100.35-3.46%
21 qtrssince 2020-Q1
Decreased
0

NVIDIA CORPORATION

645,100$69.9M0.6%$108.110.00%
1 qtr
New
61
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MFG LTD

271,792$45.1M0.4%$163.150.00%
1 qtr
New
51

MODERNA INC

83,000$2.4M0.0%$121.57+85.08%
14 qtrssince 2021-Q4
Decreased
0
$12B
AUM
11
Positions
Q1 2025
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+9%Q4'23$14.5B-2%Q1'24$14.2B+17%Q2'24$16.6B-1%Q3'24$16.5B-12%Q4'24$14.5B-17%Q1'25$12B
Activity profile
$ moved · Q1'25
New6%Increased6%Decreased88%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.5 years
<1Q27%1-4Q0%1-2Y0%2Y+73%

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 Score: 4/5.0.

Q1 2025 Summary

Added 3 new positions, increased 2, trimmed 6. Top move: PDD (INCREASED, conviction 69). Portfolio: $12.0B across 11 positions.

Top holdings by portfolio weight

Total AUM$12B
AAPL63.33%
BRK/B15.00%
PDD7.64%
OXY5.69%
BABA4.39%
GOOG1.45%
MSFT0.94%
DIS0.59%
NVDA0.58%
TSM0.38%
Other0.02%

Portfolio allocation by GICS sector

Sectors6
Technology65.22%
Financial Services15.00%
Consumer Cyclical12.03%
Energy5.69%
Communication Services2.04%
Healthcare0.02%

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services, Consumer Cyclical
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L85
Conviction48
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

Funds with similar investing DNA

Accumulation Streaks

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

Security
4Q
BRK/BBRK/BBerkshire Hathaway Inc
Q3 2025 → Q2 2026+5.8M shares+$3B
3Q
PDDPDDPinduoduo Inc
Q4 2025 → Q2 2026+16.4M shares+$775.4M
2Q
DISDISWalt Disney Co/The
Q1 2026 → Q2 2026+994,600 shares+$83.3M
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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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