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

Institutional investor · Portfolio as of Q3 2019

Top Holdings12 positions

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Activity:

APPLE INC

3.4M$770.3M48.8%$45.52+18.04%
3 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC-CL B

1.2M$248.9M15.8%$202.72+2.62%
3 qtrssince 2019-Q1
Increased
80

ALPHABET INC-CL C

190,000$231.6M14.7%$56.16+7.50%
3 qtrssince 2019-Q1
Increased
69

META PLATFORMS INC

1M$186.4M11.8%$166.89+5.38%
3 qtrssince 2019-Q1
Increased
71

AMAZON.COM INC

40,000$69.4M4.4%$89.76-3.89%
3 qtrssince 2019-Q1
Increased
73

EXXON MOBIL CORP

460,000$32.5M2.1%$54.87-3.22%
2 qtrssince 2019-Q2
Increased
78
PDDPDD
ADR

PDD HOLDINGS INC

477,767$15.4M1.0%$24.10+33.68%
3 qtrssince 2019-Q1
Increased
43

BANK AMERICA CORP

409,600$11.9M0.8%$24.73+1.86%
2 qtrssince 2019-Q2
Decreased
0
SOGOSOGODelisted
ADR

SOGOU INC-ADR

136,000$6.9M0.4%——
3 qtrssince 2019-Q1
Decreased
0

GENERAL ELECTRIC CO

200,000$1.8M0.1%$48.08-10.33%
3 qtrssince 2019-Q1
Unchanged
0

WELLS FARGO & CO

240,000$1.2M0.1%$39.66+7.99%
2 qtrssince 2019-Q2
Increased
29

STARBUCKS CORP

10,000$884,0000.1%$63.80+19.89%
3 qtrssince 2019-Q1
Unchanged
0
$1.6B
AUM
12
Positions
Q3 2019
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+30%Q2'19$1.5B+9%Q3'19$1.6B
Activity profile
$ moved · Q3'19
New0%Increased86%Decreased14%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.8 quarters
<1Q0%1-4Q100%1-2Y0%2Y+0%

H&H International Investment, LLC manages $1.6B across 12 positions as of Q3 2019. Top holdings: AAPL (48.8%), BRK/B (15.8%), GOOG (14.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q3 2019 Summary

Increased 7, trimmed 3. Top move: BRK/B (INCREASED, conviction 80). Portfolio: $1.6B across 12 positions.

Top holdings by portfolio weight

Total AUM$2B
AAPL48.84%
BRK/B15.78%
GOOG14.69%
META11.82%
AMZN4.40%
XOM2.06%
PDD0.98%
BAC0.76%
SOGO0.43%
GE0.11%
Other0.08%

Portfolio allocation by GICS sector

Sectors7
Technology48.84%
Communication Services26.50%
Financial Services16.62%
Consumer Cyclical5.43%
Energy2.06%
Unknown0.43%
Industrials0.11%

Behavioral investing profile

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 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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