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

Institutional investor · Portfolio as of Q2 2025

Top Holdings10 positions

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Activity:
AAPLAAPL

Apple Inc

35.1M$7.2B62.5%$116.92+74.64%
26 qtrssince 2019-Q1
Increased
67
BRK/BBRK/B

Berkshire Hathaway Inc

3.4M$1.6B14.2%$187.50+159.07%
26 qtrssince 2019-Q1
Unchanged
0
PDDPDD
ADR

Pinduoduo Inc

8.7M$906.6M7.9%$115.93-9.72%
6 qtrssince 2024-Q1
Increased
72
OXYOXY

Occidental Petroleum Corp

13.6M$569.5M4.9%$50.07-18.18%
7 qtrssince 2023-Q4
Decreased
0
BABABABA
ADR

Alibaba Group Holding Ltd

3.7M$424.9M3.7%$108.90+3.19%
17 qtrssince 2021-Q2
Decreased
0
GOOGGOOG

Alphabet Inc

1.9M$345.1M3.0%$141.76+24.70%
26 qtrssince 2019-Q1
Increased
83
NVDANVDA

NVIDIA Corp

964,800$152.4M1.3%$124.51+26.58%
2 qtrssince 2025-Q1
Increased
69
MSFTMSFT

Microsoft Corp

279,200$138.9M1.2%$371.03+32.75%
2 qtrssince 2025-Q1
Decreased
0
DISDIS

Walt Disney Co/The

723,000$89.7M0.8%$100.35+21.82%
22 qtrssince 2020-Q1
Unchanged
0
TSMTSM
ADR

Taiwan Semiconductor Manufactu

259,984$58.9M0.5%$163.15+36.94%
2 qtrssince 2025-Q1
Decreased
0
$11.5B
AUM
10
Positions
Q2 2025
Filing
HI score · 4.0/5
Quarterly 13F Value Change
-2%Q1'24$14.2B+17%Q2'24$16.6B-1%Q3'24$16.5B-12%Q4'24$14.5B-17%Q1'25$12B-4%Q2'25$11.5B
Activity profile
$ moved · Q2'25
New0%Increased72%Decreased28%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.7 years
<1Q0%1-4Q30%1-2Y0%2Y+70%

H&H International Investment, LLC manages $11.5B across 10 positions as of Q2 2025. Top holdings: AAPL (62.5%), BRK/B (14.2%), PDD (7.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q2 2025 Summary

Exited 1, increased 4, trimmed 4. Top move: GOOG (INCREASED, conviction 83). Portfolio: $11.5B across 10 positions.

Portfolio Allocation

Top holdings by portfolio weight

Total AUM$12B
AAPL62.47%
BRK/B14.24%
PDD7.86%
OXY4.94%
BABA3.68%
GOOG2.99%
NVDA1.32%
MSFT1.20%
DIS0.78%
TSM0.51%
Sector Breakdown

Portfolio allocation by GICS sector

Sectors5
Technology65.51%
Financial Services14.24%
Consumer Cyclical11.54%
Energy4.94%
Communication Services3.77%
Fund DNA

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services, Consumer Cyclical
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HoldingsIntel Score
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

Top Losers

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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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High-Conviction Picks
Top conviction positions this quarter
Double-Down Detection
Buying into price weakness
Best Trades
Top performing positions by P&L
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Investing archetypes and behavior

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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