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

Institutional investor · Portfolio as of Q4 2022

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

61.2M$8B73.4%$122.25+4.41%
16 qtrssince 2019-Q1
Increased
78

BERKSHIRE HATHAWAY INC-CL B

6.3M$1.9B17.9%$186.65+65.50%
16 qtrssince 2019-Q1
Decreased
0

ALPHABET INC-CL C

6M$530.2M4.9%$96.97-9.17%
16 qtrssince 2019-Q1
Increased
71
BABABABA
ADR

ALIBABA GROUP HOLDING-SP ADR

3.1M$273.5M2.5%$157.59-47.40%
7 qtrssince 2021-Q2
Increased
59

WALT DISNEY CO/THE

926,800$80.5M0.7%$103.77-18.21%
12 qtrssince 2020-Q1
Unchanged
0

MODERNA INC

160,000$28.7M0.3%$203.68-11.81%
5 qtrssince 2021-Q4
Unchanged
0

ZOOM COMMUNICATIONS INC

179,800$12.2M0.1%$257.41-58.84%
6 qtrssince 2021-Q3
Decreased
0
JOYYJOYY
ADR

JOYY INC

302,500$9.6M0.1%$51.67-45.35%
9 qtrssince 2020-Q4
Unchanged
0
$10.8B
AUM
8
Positions
Q4 2022
Filing
Rating · 1.5
Quarterly Portfolio Change
-2%Q3'21$7.8B+4%Q4'21$8.1B+16%Q1'22$9.4B-9%Q2'22$8.6B+10%Q3'22$9.5B+15%Q4'22$10.8B
Activity profile
$ moved · Q4'22
New0%Increased84%Decreased16%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.5 years
<1Q0%1-4Q0%1-2Y38%2Y+63%

H&H International Investment, LLC manages $10.8B across 8 positions as of Q4 2022. Top holdings: AAPL (73.4%), BRK/B (17.9%), GOOG (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.

Q4 2022 Summary

Increased 3, trimmed 2. Top move: AAPL (INCREASED, conviction 78). Portfolio: $10.8B across 8 positions.

Top holdings by portfolio weight

Total AUM$11B
AAPL73.43%
BRK/B17.95%
GOOG4.89%
BABA2.52%
DIS0.74%
MRNA0.27%
ZM0.11%
JOYY0.09%

Portfolio allocation by GICS sector

Sectors5
Technology73.54%
Financial Services17.95%
Communication Services5.72%
Consumer Cyclical2.52%
Healthcare0.27%

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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