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

Institutional investor · Portfolio as of Q2 2024

Top Holdings9 positions

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Activity:

Apple Inc.

63.9M$13.5B81.0%$114.64+81.99%
22 qtrssince 2019-Q1
Decreased
0

Berkshire Hathaway Inc.

3.9M$1.6B9.5%$187.50+116.96%
22 qtrssince 2019-Q1
Decreased
0

Alphabet Inc.

5M$921.9M5.5%$115.03+58.14%
22 qtrssince 2019-Q1
Decreased
0
BABABABA
ADR

ALIBABA GROUP HLDG LTD

6.3M$454.1M2.7%$108.94-35.60%
13 qtrssince 2021-Q2
Increased
61

OCCIDENTAL PETE CORP

1.5M$97.3M0.6%$60.01+0.47%
3 qtrssince 2023-Q4
Increased
58

DISNEY WALT CO

748,500$74.3M0.4%$100.35-3.75%
18 qtrssince 2020-Q1
Decreased
0

MODERNA INC

140,700$16.7M0.1%$176.50-32.72%
11 qtrssince 2021-Q4
Unchanged
0
PDDPDD
ADR

PINDUODUO INC

103,000$13.7M0.1%$116.25+14.37%
2 qtrssince 2024-Q1
Decreased
0

BK OF AMERICA CORP

107,900$4.3M0.0%$28.02+91.36%
4 qtrssince 2023-Q3
Decreased
0
$16.6B
AUM
9
Positions
Q2 2024
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+23%Q1'23$13.3B+11%Q2'23$14.8B-10%Q3'23$13.3B+9%Q4'23$14.5B-2%Q1'24$14.2B+17%Q2'24$16.6B
Activity profile
$ moved · Q2'24
New0%Increased2%Decreased98%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.1 years
<1Q0%1-4Q0%1-2Y11%2Y+89%

H&H International Investment, LLC manages $16.6B across 9 positions as of Q2 2024. Top holdings: AAPL (81.0%), BRK/B (9.5%), GOOG (5.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q2 2024 Summary

Increased 2, trimmed 6. Top move: BABA (INCREASED, conviction 61). Portfolio: $16.6B across 9 positions.

Top holdings by portfolio weight

Total AUM$17B
AAPL80.95%
BRK/B9.54%
GOOG5.54%
BABA2.73%
OXY0.58%
DIS0.45%
MRNA0.10%
PDD0.08%
BAC0.03%

Portfolio allocation by GICS sector

Sectors6
Technology80.95%
Financial Services9.56%
Communication Services5.99%
Consumer Cyclical2.81%
Energy0.58%
Healthcare0.10%

Behavioral investing profile

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Concentrated Value- primarily Technology
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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