H&H International Investment, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings19 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 28.9M | $7.3B | 36.7% | $129.23 | +136.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 9.1M | $4.4B | 21.9% | $380.82 | +32.36% | 29 qtrssince 2019-Q1 | Increased 80 |
NVIDIA CORP | 13.8M | $2.4B | 12.1% | $181.29 | +24.20% | 5 qtrssince 2025-Q1 | Increased 100 |
PDD HOLDINGS INC | 19.7M | $2B | 10.1% | $109.04 | -22.24% | 9 qtrssince 2024-Q1 | Increased 95 |
TESLA INC | 3.4M | $1.3B | 6.3% | $392.43 | -12.78% | 1 qtr | New 100 |
ALPHABET INC-CL C | 3.7M | $1.1B | 5.3% | $219.92 | +56.21% | 29 qtrssince 2019-Q1 | Increased 100 |
OCCIDENTAL PETROLEUM CORP | 10.3M | $667M | 3.3% | $50.20 | +16.27% | 10 qtrssince 2023-Q4 | Decreased 0 |
MICROSOFT CORP | 1M | $376.1M | 1.9% | $444.15 | +11.54% | 5 qtrssince 2025-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 601,400 | $162.7M | 0.8% | $289.21 | +38.91% | 1 qtr | New 62 |
WALT DISNEY CO/THE | 1.5M | $145.7M | 0.7% | $103.52 | +3.21% | 25 qtrssince 2020-Q1 | Increased 72 |
CREDO TECHNOLOGY GROUP HOLDI | 751,200 | $70.5M | 0.4% | $106.26 | +144.59% | 2 qtrssince 2025-Q4 | Increased 60 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 151,200 | $51.1M | 0.3% | $270.73 | +57.48% | 5 qtrssince 2025-Q1 | Decreased 0 |
CIRCLE INTERNET GROUP INC | 200,000 | $19.1M | 0.1% | $99.63 | -28.13% | 1 qtr | New 42 |
PALANTIR TECHNOLOGIES INC-A | 60,000 | $8.8M | 0.0% | $147.22 | +18.22% | 1 qtr | New 41 |
SYNOPSYS INC | 10,000 | $4M | 0.0% | $424.32 | -0.66% | 1 qtr | New 40 |
CROWDSTRIKE HOLDINGS INC - A | 10,000 | $3.9M | 0.0% | $97.60 | +122.28% | 1 qtr | New 40 |
SNOWFLAKE INC-CLASS A | 10,000 | $1.5M | 0.0% | $165.79 | +98.40% | 1 qtr | New 38 |
Tempus AI, Inc. Class A | 20,000 | $904,400 | 0.0% | $60.39 | -13.73% | 2 qtrssince 2025-Q4 | Decreased 0 |
INNODATA INC | 10,000 | $386,200 | 0.0% | $43.72 | +46.04% | 1 qtr | New 36 |
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 Rating: 2/5.0.
Active quarter - 8 new positions, 3 exits, 7 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $20.0B across 19 positions.
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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