H&H International Investment, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings10 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 39.4M | $5.4B | 68.2% | $105.63 | +26.28% | 10 qtrssince 2019-Q1 | Increased 72 |
BERKSHIRE HATHAWAY INC-CL B | 7.1M | $2B | 25.1% | $182.21 | +51.59% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1.2M | $262.9M | 3.3% | $213.41 | 0.00% | 1 qtr | New 88 |
WALT DISNEY CO/THE | 837,000 | $147.1M | 1.9% | $98.56 | +72.41% | 6 qtrssince 2020-Q1 | Unchanged 0 |
EXXON MOBIL CORP | 899,700 | $56.8M | 0.7% | $43.08 | +21.77% | 9 qtrssince 2019-Q2 | Unchanged 0 |
ALPHABET INC-CL C | 10,000 | $25.1M | 0.3% | $63.42 | +97.24% | 10 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 553,000 | $22.8M | 0.3% | $20.81 | +75.70% | 6 qtrssince 2020-Q1 | Decreased 0 |
JOYY INC | 112,500 | $7.4M | 0.1% | $62.31 | -8.83% | 3 qtrssince 2020-Q4 | Increased 42 |
WELLS FARGO & CO | 136,000 | $6.2M | 0.1% | $39.66 | +0.71% | 9 qtrssince 2019-Q2 | Unchanged 0 |
GAOTU TECHEDU INC | 52,500 | $775,000 | 0.0% | $15.36 | 0.00% | 1 qtr | New 37 |
H&H International Investment, LLC manages $7.9B across 10 positions as of Q2 2021. Top holdings: AAPL (68.2%), BRK/B (25.1%), BABA (3.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 2 new positions, exited 1, increased 2, trimmed 3. Top move: BABA (NEW, conviction 88). Portfolio: $7.9B across 10 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