H&H International Investment, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings14 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 32.4M | $8.8B | 50.3% | $129.23 | +109.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.2M | $3.6B | 20.6% | $353.19 | +42.62% | 28 qtrssince 2019-Q1 | Increased 85 |
NVIDIA CORP | 7.2M | $1.3B | 7.7% | $182.42 | +2.81% | 4 qtrssince 2025-Q1 | Increased 100 |
PDD HOLDINGS INC | 11.5M | $1.3B | 7.5% | $114.97 | -0.99% | 8 qtrssince 2024-Q1 | Increased 83 |
ALPHABET INC-CL C | 1.9M | $582.2M | 3.3% | $136.49 | +130.45% | 28 qtrssince 2019-Q1 | Increased 62 |
OCCIDENTAL PETROLEUM CORP | 13.2M | $541.7M | 3.1% | $50.20 | -17.40% | 9 qtrssince 2023-Q4 | Decreased 0 |
MICROSOFT CORP | 859,000 | $415.4M | 2.4% | $451.50 | +7.97% | 4 qtrssince 2025-Q1 | Increased 89 |
ALIBABA GROUP HOLDING-SP ADR | 2.6M | $375.3M | 2.1% | $110.43 | +12.12% | 19 qtrssince 2021-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.2M | $372.1M | 2.1% | $270.73 | +10.66% | 4 qtrssince 2025-Q1 | Increased 89 |
WALT DISNEY CO/THE | 712,000 | $81M | 0.5% | $103.77 | +10.62% | 24 qtrssince 2020-Q1 | Decreased 0 |
COREWEAVE INC-CL A | 299,900 | $21.5M | 0.1% | $73.90 | +42.44% | 1 qtr | New 50 |
CREDO TECHNOLOGY GROUP HOLDI | 141,300 | $20.3M | 0.1% | $144.92 | 0.00% | 1 qtr | New 50 |
ASML HOLDING NV-NY REG SHS | 9,900 | $10.6M | 0.1% | $961.75 | +91.74% | 2 qtrssince 2025-Q3 | Decreased 0 |
Tempus AI, Inc. Class A | 110,000 | $6.5M | 0.0% | $60.39 | 0.00% | 1 qtr | New 41 |
H&H International Investment, LLC manages $17.5B across 14 positions as of Q4 2025. Top holdings: AAPL (50.3%), BRK/B (20.6%), NVDA (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, increased 6, trimmed 5. Top move: NVDA (INCREASED, conviction 100). Portfolio: $17.5B across 14 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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