H&H International Investment, LLC
Institutional investor · Portfolio as of Q2 2022
SEC EDGAR SourceSEC Filings
H&H International Investment, LLC manages $8.6B across 8 positions as of Q2 2022. Top holdings: AAPL (67.6%), BRK/B (21.5%), GOOG (5.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Q2 2022 Summary
Increased 3. Top move: GOOG (INCREASED, conviction 90). Portfolio: $8.6B across 8 positions.
Top holdings by portfolio weight
AAPL67.55%
BRK/B21.47%
GOOG5.60%
BABA3.72%
DIS1.02%
MRNA0.27%
ZM0.26%
JOYY0.10%
Portfolio allocation by GICS sector
Technology67.82%
Financial Services21.47%
Communication Services6.72%
Consumer Cyclical3.72%
Healthcare0.27%
Behavioral investing profile
7-dimension quality assessment
Solid(2.5 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings8 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 42.5M | $5.8B | 67.6% | $118.61 | +15.18% | 14 qtrssince 2019-Q1 | Increased 77 |
BERKSHIRE HATHAWAY INC DEL | 6.8M | $1.8B | 21.5% | $186.65 | +46.52% | 14 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 220,300 | $481.9M | 5.6% | $126.93 | -12.22% | 14 qtrssince 2019-Q1 | Increased 90 |
ALIBABA GROUP HLDG LTD | 2.8M | $320.3M | 3.7% | $168.34 | -34.54% | 5 qtrssince 2021-Q2 | Increased 64 |
DISNEY WALT CO | 926,800 | $87.5M | 1.0% | $103.77 | -9.95% | 10 qtrssince 2020-Q1 | Unchanged 0 |
MODERNA INC | 160,000 | $22.9M | 0.3% | $203.68 | -29.88% | 3 qtrssince 2021-Q4 | Unchanged 0 |
ZOOM COMMUNICATIONS INC | 209,800 | $22.7M | 0.3% | $257.41 | -56.54% | 4 qtrssince 2021-Q3 | Unchanged 0 |
JOYY INC | 302,500 | $9M | 0.1% | $51.67 | -48.62% | 7 qtrssince 2020-Q4 | Unchanged 0 |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer