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

Institutional investor · Portfolio as of Q3 2024

SEC EDGAR SourceSEC Filings

Top Holdings8 positions

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

APPLE INC

52.8M$12.3B74.3%$127.27+81.55%
23 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC-CL B

3.8M$1.7B10.5%$186.65+145.09%
23 qtrssince 2019-Q1
Decreased
0

ALPHABET INC-CL C

5.1M$847M5.1%$97.57+68.56%
23 qtrssince 2019-Q1
Increased
65
BABABABA
ADR

ALIBABA GROUP HOLDING-SP ADR

5.4M$577.7M3.5%$108.94-5.08%
14 qtrssince 2021-Q2
Decreased
0
PDDPDD
ADR

PDD HOLDINGS INC

3.9M$526.8M3.2%$134.88+0.37%
3 qtrssince 2024-Q1
Increased
96

OCCIDENTAL PETROLEUM CORP

9.2M$475.4M2.9%$51.56-3.62%
4 qtrssince 2023-Q4
Increased
90

WALT DISNEY CO/THE

748,500$72M0.4%$103.77-8.90%
19 qtrssince 2020-Q1
Unchanged
0

MODERNA INC

97,700$6.5M0.0%$176.50-62.75%
12 qtrssince 2021-Q4
Decreased
0
$16.5B
AUM
8
Positions
Q3 2024
Filing
Rating · 1.5
Quarterly Portfolio Change
+11%Q2'23$14.8B-10%Q3'23$13.3B+9%Q4'23$14.5B-2%Q1'24$14.2B+17%Q2'24$16.6B-1%Q3'24$16.5B
Activity profile
$ moved · Q3'24
New0%Increased40%Decreased60%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.3 years
<1Q0%1-4Q0%1-2Y13%2Y+88%

H&H International Investment, LLC manages $16.5B across 8 positions as of Q3 2024. Top holdings: AAPL (74.3%), BRK/B (10.5%), GOOG (5.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.

Q3 2024 Summary

Exited 1, increased 3, trimmed 4. Top move: PDD (INCREASED, conviction 96). Portfolio: $16.5B across 8 positions.

Top holdings by portfolio weight

Total AUM$17B
AAPL74.33%
BRK/B10.52%
GOOG5.12%
BABA3.49%
PDD3.18%
OXY2.87%
DIS0.44%
MRNA0.04%
BAC0.00%

Portfolio allocation by GICS sector

Sectors6
Technology74.33%
Financial Services10.52%
Consumer Cyclical6.68%
Communication Services5.56%
Energy2.87%
Healthcare0.04%

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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