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

Institutional investor · Portfolio as of Q3 2021

SEC EDGAR SourceSEC Filings

Top Holdings11 positions

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Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

APPLE INC

35.3M$5B64.3%$105.63+30.66%
11 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC-CL B

7.5M$2B26.3%$186.65+48.56%
11 qtrssince 2019-Q1
Increased
68
BABABABA
ADR

ALIBABA GROUP HOLDING-SP ADR

2.4M$360.8M4.6%$174.57-20.19%
2 qtrssince 2021-Q2
Increased
95

WALT DISNEY CO/THE

837,000$141.6M1.8%$98.56+71.17%
7 qtrssince 2020-Q1
Unchanged
0

BANK OF AMERICA CORP

1.6M$65.9M0.8%$32.34+19.72%
7 qtrssince 2020-Q1
Increased
70

ZOOM COMMUNICATIONS INC

209,800$54.9M0.7%$257.410.00%
1 qtr
New
60

EXXON MOBIL CORP

899,700$52.9M0.7%$43.08+18.19%
10 qtrssince 2019-Q2
Unchanged
0

ALPHABET INC-CL C

10,000$26.7M0.3%$63.42+110.54%
11 qtrssince 2019-Q1
Unchanged
0
JOYYJOYY
ADR

JOYY INC

302,500$16.6M0.2%$51.67-12.20%
4 qtrssince 2020-Q4
Increased
57

WELLS FARGO & CO

136,000$6.3M0.1%$39.66+6.20%
10 qtrssince 2019-Q2
Unchanged
0
GOTUGOTU
ADR

GAOTU TECHEDU INC

152,400$468,0000.0%$7.13-60.71%
2 qtrssince 2021-Q2
Increased
42
$7.8B
AUM
11
Positions
Q3 2021
Filing
Rating · 1.5
Quarterly Portfolio Change
+78%Q2'20$5.2B+19%Q3'20$6.2B+14%Q4'20$7B+2%Q1'21$7.2B+10%Q2'21$7.9B-2%Q3'21$7.8B
Activity profile
$ moved · Q3'21
New8%Increased32%Decreased60%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.5 years
<1Q9%1-4Q27%1-2Y9%2Y+55%

H&H International Investment, LLC manages $7.8B across 11 positions as of Q3 2021. Top holdings: AAPL (64.3%), BRK/B (26.3%), BABA (4.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.

Q3 2021 Summary

Added 1 new position, increased 5, trimmed 1. Top move: BABA (INCREASED, conviction 95). Portfolio: $7.8B across 11 positions.

Top holdings by portfolio weight

Total AUM$8B
AAPL64.31%
BRK/B26.34%
BABA4.64%
DIS1.82%
BAC0.85%
ZM0.71%
XOM0.68%
GOOG0.34%
JOYY0.21%
WFC0.08%
Other0.01%

Portfolio allocation by GICS sector

Sectors6
Technology65.02%
Financial Services27.27%
Consumer Cyclical4.64%
Communication Services2.38%
Energy0.68%
Consumer Defensive0.01%

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services
Compare DNA across all funds
7-dimension quality assessment
Below Average(1.5 / 5.0)
Track RecordNo data
Conviction50
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-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
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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