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

Institutional investor · Portfolio as of Q3 2025

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

34.8M$8.9B60.4%$129.23+96.31%
27 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC-CL B

5.2M$2.6B17.8%$295.64+68.87%
27 qtrssince 2019-Q1
Increased
90
PDDPDD
ADR

PDD HOLDINGS INC

8.6M$1.1B7.7%$115.36+13.27%
7 qtrssince 2024-Q1
Decreased
0

OCCIDENTAL PETROLEUM CORP

13.6M$640.5M4.4%$50.20-4.73%
8 qtrssince 2023-Q4
Unchanged
0
BABABABA
ADR

ALIBABA GROUP HOLDING-SP ADR

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

ALPHABET INC-CL C

1.8M$440.9M3.0%$132.08+84.89%
27 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

279,200$144.6M1.0%$376.78+36.32%
3 qtrssince 2025-Q1
Unchanged
0

NVIDIA CORP

597,800$111.5M0.8%$125.58+44.80%
3 qtrssince 2025-Q1
Decreased
0

WALT DISNEY CO/THE

723,000$82.8M0.6%$103.77+9.86%
23 qtrssince 2020-Q1
Unchanged
0

ASML HOLDING NV-NY REG SHS

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

TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/

259,984$72.6M0.5%$163.69+66.47%
3 qtrssince 2025-Q1
Unchanged
0
$14.7B
AUM
11
Positions
Q3 2025
Filing
Rating · 1.5
Quarterly Portfolio 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 Rating: 1.5/5.0.

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

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Concentrated Value- primarily Technology, Financial Services, Consumer Cyclical
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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