H&H International Investment, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings10 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 35.1M | $7.2B | 62.5% | $129.23 | +58.00% | 26 qtrssince 2019-Q1 | Increased 67 |
BERKSHIRE HATHAWAY INC-CL B | 3.4M | $1.6B | 14.2% | $186.65 | +160.21% | 26 qtrssince 2019-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 8.7M | $906.6M | 7.9% | $115.36 | -8.86% | 6 qtrssince 2024-Q1 | Increased 72 |
OCCIDENTAL PETROLEUM CORP | 13.6M | $569.5M | 4.9% | $50.20 | -16.07% | 7 qtrssince 2023-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.7M | $424.9M | 3.7% | $108.90 | +3.19% | 17 qtrssince 2021-Q2 | Decreased 0 |
ALPHABET INC-CL C | 1.9M | $345.1M | 3.0% | $132.08 | +34.76% | 26 qtrssince 2019-Q1 | Increased 83 |
NVIDIA CORP | 964,800 | $152.4M | 1.3% | $125.58 | +25.60% | 2 qtrssince 2025-Q1 | Increased 69 |
MICROSOFT CORP | 279,200 | $138.9M | 1.2% | $376.78 | +31.16% | 2 qtrssince 2025-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 723,000 | $89.7M | 0.8% | $103.77 | +17.10% | 22 qtrssince 2020-Q1 | Unchanged 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 259,984 | $58.9M | 0.5% | $163.69 | +38.82% | 2 qtrssince 2025-Q1 | Decreased 0 |
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 Rating: 1.5/5.0.
Exited 1, increased 4, trimmed 4. Top move: GOOG (INCREASED, conviction 83). Portfolio: $11.5B across 10 positions.
Top holdings by portfolio weight
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Position Outcomes
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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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer