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

Institutional investor · Portfolio as of Q2 2022

Top Holdings8 positions

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Activity:

Apple Inc

42.5M$5.8B67.6%$98.06+36.56%
14 qtrssince 2019-Q1
Increased
77

Berkshire Hathaway Inc

6.8M$1.8B21.5%$187.50+45.61%
14 qtrssince 2019-Q1
Unchanged
0

Alphabet Inc

220,300$481.9M5.6%$123.97-12.60%
14 qtrssince 2019-Q1
Increased
90
BABABABA
ADR

Alibaba Group Holding Ltd

2.8M$320.3M3.7%$165.46-35.35%
5 qtrssince 2021-Q2
Increased
64

Walt Disney Co/The

926,800$87.5M1.0%$100.35-8.79%
10 qtrssince 2020-Q1
Unchanged
0

Moderna Inc

160,000$22.9M0.3%$203.68-29.88%
3 qtrssince 2021-Q4
Unchanged
0

Zoom Video Communications Inc

209,800$22.7M0.3%$257.41-56.54%
4 qtrssince 2021-Q3
Unchanged
0
JOYYJOYY
ADR

YY Inc

302,500$9M0.1%$51.67-48.62%
7 qtrssince 2020-Q4
Unchanged
0
$8.6B
AUM
8
Positions
Q2 2022
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+2%Q1'21$7.2B+10%Q2'21$7.9B-2%Q3'21$7.8B+4%Q4'21$8.1B+16%Q1'22$9.4B-9%Q2'22$8.6B
Activity profile
$ moved · Q2'22
New0%Increased100%Decreased0%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.0 years
<1Q0%1-4Q25%1-2Y25%2Y+50%

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: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q2 2022 Summary

Increased 3. Top move: GOOG (INCREASED, conviction 90). Portfolio: $8.6B across 8 positions.

Top holdings by portfolio weight

Total AUM$9B
AAPL67.55%
BRK/B21.47%
GOOG5.60%
BABA3.72%
DIS1.02%
MRNA0.27%
ZM0.26%
JOYY0.10%

Portfolio allocation by GICS sector

Sectors5
Technology67.82%
Financial Services21.47%
Communication Services6.72%
Consumer Cyclical3.72%
Healthcare0.27%

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&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

Funds with similar investing DNA

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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