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

Institutional investor · Portfolio as of Q3 2025

Top Holdings11 positions

Checking export access…
Activity:

APPLE INC

34.8M$8.9B60.4%$116.92+116.98%
27 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC DEL

5.2M$2.6B17.8%$297.41+69.04%
27 qtrssince 2019-Q1
Increased
90
PDDPDD
ADR

PDD HOLDINGS INC

8.6M$1.1B7.7%$115.93+14.01%
7 qtrssince 2024-Q1
Decreased
0

OCCIDENTAL PETE CORP

13.6M$640.5M4.4%$50.07-7.48%
8 qtrssince 2023-Q4
Unchanged
0
BABABABA
ADR

ALIBABA GROUP HLDG LTD

2.8M$496.4M3.4%$108.90+62.63%
18 qtrssince 2021-Q2
Decreased
0

ALPHABET INC

1.8M$440.9M3.0%$141.76+71.36%
27 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

279,200$144.6M1.0%$371.03+38.46%
3 qtrssince 2025-Q1
Unchanged
0

NVIDIA CORPORATION

597,800$111.5M0.8%$124.51+49.49%
3 qtrssince 2025-Q1
Decreased
0

DISNEY WALT CO

723,000$82.8M0.6%$100.35+12.47%
23 qtrssince 2020-Q1
Unchanged
0

ASML HOLDING NV

80,000$77.4M0.5%$961.750.00%
1 qtr
New
61
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MANUFAC

259,984$72.6M0.5%$163.15+69.39%
3 qtrssince 2025-Q1
Unchanged
0
$14.7B
AUM
11
Positions
Q3 2025
Filing
HI score · 4.5/5
Quarterly 13F Value Change
+17%Q2'24$16.6B-1%Q3'24$16.5B-12%Q4'24$14.5B-17%Q1'25$12B-4%Q2'25$11.5B+27%Q3'25$14.7B
Activity profile
$ moved · Q3'25
New2%Increased31%Decreased67%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.6 years
<1Q9%1-4Q27%1-2Y0%2Y+64%

H&H International Investment, LLC manages $14.7B across 11 positions as of Q3 2025. Top holdings: AAPL (60.4%), BRK/B (17.8%), PDD (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.

Q3 2025 Summary

Added 1 new position, increased 1, trimmed 5. Top move: BRK/B (INCREASED, conviction 90). Portfolio: $14.7B across 11 positions.

Top holdings by portfolio weight

Total AUM$15B
AAPL60.42%
BRK/B17.78%
PDD7.72%
OXY4.36%
BABA3.38%
GOOG3.00%
MSFT0.99%
NVDA0.76%
DIS0.56%
ASML0.53%
Other0.49%

Portfolio allocation by GICS sector

Sectors5
Technology63.19%
Financial Services17.78%
Consumer Cyclical11.10%
Energy4.36%
Communication Services3.57%

Behavioral investing profile

Checking access…
Concentrated Value- primarily Technology, Financial Services, Consumer Cyclical
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Elite(4.5 / 5.0)
Holdings P&L81
Conviction48
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 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
Checking access…

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

Verify source filings on SEC EDGAR

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