H&H International Investment, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings9 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 59.7M | $11.5B | 79.5% | $123.83 | +53.61% | 20 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 4.7M | $1.7B | 11.7% | $186.65 | +91.08% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5.4M | $757.7M | 5.2% | $97.03 | +44.16% | 20 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 5M | $384.4M | 2.7% | $119.68 | -38.23% | 11 qtrssince 2021-Q2 | Increased 81 |
WALT DISNEY CO/THE | 749,700 | $67.7M | 0.5% | $103.77 | -14.72% | 16 qtrssince 2020-Q1 | Decreased 0 |
OCCIDENTAL PETROLEUM CORP | 440,100 | $26.3M | 0.2% | $57.49 | 0.00% | 1 qtr | New 50 |
MODERNA INC | 140,500 | $14M | 0.1% | $176.60 | -43.69% | 9 qtrssince 2021-Q4 | Increased 39 |
JOYY INC | 299,900 | $11.9M | 0.1% | $51.67 | +42.48% | 13 qtrssince 2020-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 109,700 | $3.7M | 0.0% | $28.02 | +14.55% | 2 qtrssince 2023-Q3 | Increased 40 |
H&H International Investment, LLC manages $14.5B across 9 positions as of Q4 2023. Top holdings: AAPL (79.5%), BRK/B (11.7%), GOOG (5.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 1 new position, exited 1, increased 3, trimmed 4. Top move: BABA (INCREASED, conviction 81). Portfolio: $14.5B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer