H&H International Investment, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.9M | $785.3M | 54.1% | $45.52 | +3.92% | 2 qtrssince 2019-Q1 | Increased 74 |
BERKSHIRE HATHAWAY INC-CL B | 890,000 | $189.7M | 13.1% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 170,600 | $184.4M | 12.7% | $55.79 | -3.86% | 2 qtrssince 2019-Q1 | Increased 99 |
META PLATFORMS INC-CLASS A | 908,400 | $175.3M | 12.1% | $165.53 | +15.79% | 2 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 30,000 | $56.8M | 3.9% | $90.92 | +4.14% | 2 qtrssince 2019-Q1 | Increased 78 |
EXXON MOBIL CORP | 260,000 | $19.9M | 1.4% | $56.23 | 0.00% | 1 qtr | New 68 |
BANK OF AMERICA CORP | 570,900 | $16.6M | 1.1% | $24.73 | 0.00% | 1 qtr | New 67 |
WELLS FARGO & CO | 229,900 | $10.9M | 0.7% | $39.52 | 0.00% | 1 qtr | New 57 |
PDD HOLDINGS INC | 467,767 | $9.7M | 0.7% | $23.93 | -13.78% | 2 qtrssince 2019-Q1 | Increased 51 |
GENERAL ELECTRIC CO | 200,000 | $2.1M | 0.1% | — | — | — | — |
SOGOU INC | 240,000 | $984,000 | 0.1% | — | — | 2 qtrssince 2019-Q1 | Increased 43 |
STARBUCKS CORP | 10,000 | $838,000 | 0.1% | $63.80 | +13.29% | 2 qtrssince 2019-Q1 | Unchanged 0 |
H&H International Investment, LLC manages $1.5B across 12 positions as of Q2 2019. Top holdings: AAPL (54.1%), BRK/B (13.1%), GOOG (12.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, increased 5, trimmed 1. Top move: GOOG (INCREASED, conviction 99). Portfolio: $1.5B across 12 positions.
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Portfolio allocation by GICS sector
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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