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

Institutional investor · Portfolio as of Q3 2020

SEC EDGAR SourceSEC Filings

Top Holdings13 positions

Checking export access…
Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

APPLE INC

27.6M$3.2B51.8%$97.60+14.99%
7 qtrssince 2019-Q1
Increased
100

BERKSHIRE HATHAWAY INC-CL B

8.9M$1.9B30.6%$181.81+15.75%
7 qtrssince 2019-Q1
Increased
68

ALPHABET INC-CL C

258,900$380.5M6.2%$61.48+18.60%
7 qtrssince 2019-Q1
Increased
85

WALT DISNEY CO/THE

2.3M$280.5M4.6%$98.56+24.30%
3 qtrssince 2020-Q1
Decreased
0

AMAZON.COM INC

60,000$188.9M3.1%$91.73+71.41%
7 qtrssince 2019-Q1
Unchanged
0

BANK OF AMERICA CORP

5.7M$137.1M2.2%$20.81+0.61%
3 qtrssince 2020-Q1
Increased
87
TMTM
ADR

TOYOTA MOTOR CORP -SPON ADR

267,618$35.4M0.6%$109.54+7.99%
3 qtrssince 2020-Q1
Unchanged
0

EXXON MOBIL CORP

899,700$30.9M0.5%$43.08-36.91%
6 qtrssince 2019-Q2
Unchanged
0

DELTA AIR LINES INC

400,000$12.2M0.2%$27.83+7.01%
2 qtrssince 2020-Q2
Decreased
0

META PLATFORMS INC-CLASS A

40,000$10.5M0.2%$166.78+55.87%
7 qtrssince 2019-Q1
Decreased
0

WELLS FARGO & CO

136,000$3.2M0.1%$39.66-48.23%
6 qtrssince 2019-Q2
Unchanged
0

GENERAL ELECTRIC CO

200,000$1.2M0.0%

STARBUCKS CORP

10,000$859,0000.0%$63.80+17.45%
7 qtrssince 2019-Q1
Unchanged
0
$6.2B
AUM
13
Positions
Q3 2020
Filing
Rating · 1.5
Quarterly Portfolio Change
+30%Q2'19$1.5B+9%Q3'19$1.6B+25%Q4'19$2B+48%Q1'20$2.9B+78%Q2'20$5.2B+19%Q3'20$6.2B
Activity profile
$ moved · Q3'20
New0%Increased81%Decreased18%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.3 years
<1Q0%1-4Q23%1-2Y69%2Y+8%

H&H International Investment, LLC manages $6.2B across 13 positions as of Q3 2020. Top holdings: AAPL (51.8%), BRK/B (30.6%), GOOG (6.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.

Q3 2020 Summary

Exited 2, increased 4, trimmed 3. Top move: AAPL (INCREASED, conviction 100). Portfolio: $6.2B across 13 positions.

Top holdings by portfolio weight

Total AUM$6B
AAPL51.81%
BRK/B30.65%
GOOG6.17%
DIS4.55%
AMZN3.07%
BAC2.22%
TM0.58%
XOM0.50%
DAL0.20%
META0.17%
Other0.05%

Portfolio allocation by GICS sector

Sectors6
Technology51.81%
Financial Services32.92%
Communication Services10.89%
Consumer Cyclical3.65%
Energy0.50%
Industrials0.22%

Behavioral investing profile

7-dimension quality assessment
Below Average(1.5 / 5.0)
Track RecordNo data
Conviction50
Concentration100
Checking access…

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-CL B
Q3 2025 Q2 2026+5.8M shares+$3B
3Q
PDDPDDPDD HOLDINGS INC
Q4 2025 Q2 2026+16.4M shares+$775.4M
2Q
DISDISWALT DISNEY CO/THE
Q1 2026 Q2 2026+994,600 shares+$83.3M
Checking access…

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used