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

Institutional investor · Portfolio as of Q1 2026

Top Holdings19 positions

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Activity:

Apple Inc.

28.9M$7.3B36.7%$116.92+116.68%
29 qtrssince 2019-Q1
Decreased
0

Berkshire Hathaway Inc.

9.1M$4.4B21.9%$381.13+25.73%
29 qtrssince 2019-Q1
Increased
80

NVIDIA Corp.

13.8M$2.4B12.1%$177.65-2.05%
5 qtrssince 2025-Q1
Increased
100
PDDPDD
ADR

PINDUODUO INC

19.7M$2B10.1%$109.83-6.97%
9 qtrssince 2024-Q1
Increased
95

Tesla Inc

3.4M$1.3B6.3%$371.750.00%
1 qtr
New
100

Alphabet Inc.

3.7M$1.1B5.3%$216.11+32.57%
29 qtrssince 2019-Q1
Increased
100

OCCIDENTAL PETE CORP

10.3M$667M3.3%$50.07+28.62%
10 qtrssince 2023-Q4
Decreased
0

Microsoft Corp.

1M$376.1M1.9%$433.18-14.89%
5 qtrssince 2025-Q1
Increased
61

UnitedHealth Group Inc.

601,400$162.7M0.8%$267.410.00%
1 qtr
New
62

DISNEY WALT CO

1.5M$145.7M0.7%$97.86-2.26%
25 qtrssince 2020-Q1
Increased
72

Credo Technology Group Holding Ltd

751,200$70.5M0.4%$103.28-9.11%
2 qtrssince 2025-Q4
Increased
60
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MFG LTD

151,200$51.1M0.3%$272.14+68.29%
5 qtrssince 2025-Q1
Decreased
0

CIRCLE INTERNET GROUP INC COM CL A

200,000$19.1M0.1%$95.410.00%
1 qtr
New
42

Palantir Technologies Inc

60,000$8.8M0.0%$147.220.00%
1 qtr
New
41

Synopsys Inc

10,000$4M0.0%$396.480.00%
1 qtr
New
40

Crowdstrike Holdings Inc

10,000$3.9M0.0%$97.60+169.47%
1 qtr
New
40

Snowflake Inc

10,000$1.5M0.0%$165.790.00%
1 qtr
New
38

TEMPUS AI INC CL A

20,000$904,4000.0%$60.39-14.89%
2 qtrssince 2025-Q4
Decreased
0

INNODATA INC COM NEW

10,000$386,2000.0%$43.720.00%
1 qtr
New
36
$20B
AUM
19
Positions
Q1 2026
Filing
HI score · 4.0/5
Quarterly 13F Value Change
-12%Q4'24$14.5B-17%Q1'25$12B-4%Q2'25$11.5B+27%Q3'25$14.7B+19%Q4'25$17.5B+14%Q1'26$20B
Activity profile
$ moved · Q1'26
New21%Increased46%Decreased27%Exited6%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.1 years
<1Q42%1-4Q11%1-2Y16%2Y+32%

H&H International Investment, LLC manages $20B across 19 positions as of Q1 2026. Top holdings: AAPL (36.7%), BRK/B (21.9%), NVDA (12.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q1 2026 Summary

Active quarter - 8 new positions, 3 exits, 7 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $20.0B across 19 positions.

Top holdings by portfolio weight

Total AUM$20B
AAPL36.72%
BRK/B21.91%
NVDA12.07%
PDD10.09%
TSLA6.33%
GOOG5.31%
OXY3.33%
MSFT1.88%
UNH0.81%
DIS0.73%
Other0.35%

Portfolio allocation by GICS sector

Sectors6
Technology51.37%
Financial Services22.01%
Consumer Cyclical16.42%
Communication Services6.04%
Energy3.33%
Healthcare0.82%

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&L84
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 DEL
Q3 2025 → Q2 2026+5.8M shares+$3B
3Q
PDDPDDPDD HOLDINGS INC
Q4 2025 → Q2 2026+16.4M shares+$775.4M
2Q
DISDISDISNEY WALT CO
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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