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

Institutional investor · Portfolio as of Q2 2021

Top Holdings10 positions

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Activity:

Apple Inc.

39.4M$5.4B68.2%$76.70+73.90%
10 qtrssince 2019-Q1
Increased
72

Berkshire Hathaway Inc.

7.1M$2B25.1%$183.32+51.60%
10 qtrssince 2019-Q1
Decreased
0
BABABABA
ADR

ALIBABA GROUP HLDG LTD

1.2M$262.9M3.3%$213.410.00%
1 qtr
New
88

DISNEY WALT CO

837,000$147.1M1.9%$95.00+79.39%
6 qtrssince 2020-Q1
Unchanged
0

EXXON MOBIL CORP

899,700$56.8M0.7%$43.08+21.77%
9 qtrssince 2019-Q2
Unchanged
0

Alphabet Inc.

10,000$25.1M0.3%$63.38+95.87%
10 qtrssince 2019-Q1
Decreased
0

BK OF AMERICA CORP

553,000$22.8M0.3%$20.81+75.70%
6 qtrssince 2020-Q1
Decreased
0
JOYYJOYY
ADR

JOYY INC ADS REPSTG COM A

112,500$7.4M0.1%$62.31-8.83%
3 qtrssince 2020-Q4
Increased
42

WELLS FARGO CO NEW

136,000$6.2M0.1%$39.66+0.71%
9 qtrssince 2019-Q2
Unchanged
0
GOTUGOTU
ADR

GSX TECHEDU INC

52,500$775,0000.0%$15.360.00%
1 qtr
New
37
$7.9B
AUM
10
Positions
Q2 2021
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+48%Q1'20$2.9B+78%Q2'20$5.2B+19%Q3'20$6.2B+14%Q4'20$7B+2%Q1'21$7.2B+10%Q2'21$7.9B
Activity profile
$ moved · Q2'21
New13%Increased54%Decreased30%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.4 years
<1Q20%1-4Q10%1-2Y10%2Y+60%

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 Score: 4/5.0.

Q2 2021 Summary

Added 2 new positions, exited 1, increased 2, trimmed 3. Top move: BABA (NEW, conviction 88). Portfolio: $7.9B across 10 positions.

Top holdings by portfolio weight

Total AUM$8B
AAPL68.21%
BRK/B25.10%
BABA3.32%
DIS1.86%
XOM0.72%
GOOG0.32%
BAC0.29%
JOYY0.09%
WFC0.08%
GOTU0.01%

Portfolio allocation by GICS sector

Sectors6
Technology68.21%
Financial Services25.47%
Consumer Cyclical3.32%
Communication Services2.27%
Energy0.72%
Consumer Defensive0.01%

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services
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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