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

Institutional investor · Portfolio as of Q2 2019

Top Holdings12 positions

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Activity:

Apple Inc.

3.9M$785.3M54.1%$45.52+3.92%
2 qtrssince 2019-Q1
Increased
74

Berkshire Hathaway Inc.

890,000$189.7M13.1%$200.89+6.11%
2 qtrssince 2019-Q1
Decreased
0

Alphabet Inc.

170,600$184.4M12.7%$55.68-3.85%
2 qtrssince 2019-Q1
Increased
99

Meta Platforms Inc

908,400$175.3M12.1%$165.53+15.79%
2 qtrssince 2019-Q1
Unchanged
0

Amazon.com, Inc.

30,000$56.8M3.9%$90.92+4.14%
2 qtrssince 2019-Q1
Increased
78

EXXON MOBIL CORP

260,000$19.9M1.4%$56.230.00%
1 qtr
New
68

BK OF AMERICA CORP

570,900$16.6M1.1%$24.730.00%
1 qtr
New
67

WELLS FARGO CO NEW

229,900$10.9M0.7%$39.520.00%
1 qtr
New
57
PDDPDD
ADR

PINDUODUO INC

467,767$9.7M0.7%$23.93-13.78%
2 qtrssince 2019-Q1
Increased
51

GENERAL ELECTRIC CO

200,000$2.1M0.1%———
Unchanged
0
SOGOSOGODelisted
ADR

SOGOU INC

240,000$984,0000.1%——
2 qtrssince 2019-Q1
Increased
43

STARBUCKS CORP

10,000$838,0000.1%$63.80+13.29%
2 qtrssince 2019-Q1
Unchanged
0
$1.5B
AUM
12
Positions
Q2 2019
Filing
HI score · 4.0/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
$ moved · Q2'19
New15%Increased85%Decreased0%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg <1 quarter
<1Q25%1-4Q75%1-2Y0%2Y+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 Score: 4/5.0.

Q2 2019 Summary

Added 3 new positions, increased 5, trimmed 1. Top move: GOOG (INCREASED, conviction 99). Portfolio: $1.5B across 12 positions.

Top holdings by portfolio weight

Total AUM$1B
AAPL54.07%
BRK/B13.06%
GOOG12.70%
META12.07%
AMZN3.91%
XOM1.37%
BAC1.14%
WFC0.75%
PDD0.66%
GE0.14%
Other0.07%

Portfolio allocation by GICS sector

Sectors7
Technology54.07%
Communication Services24.77%
Financial Services14.95%
Consumer Cyclical4.63%
Energy1.37%
Industrials0.14%
Unknown0.07%

Behavioral investing profile

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

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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
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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