H&H International Investment, LLC
CIK 1759760 · View on SEC EDGAR ↗
- Portfolio value
- $19.1B
- Positions
- 18
- As of
- June 30, 2026
#317 of 9,443 by 13F value · top 3.4%
Portfolio value QoQ: -4.5% 13F does not disclose cash
- Top 10 holdings weight
- 98.84%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 4.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.51% Est. buys $490,945,277 · sells $2,923,750,017
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 78.3% still held
- New positions
- 1
- Increased
- 3
- Decreased
- 7
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
50.2%
Retail
10.1%
Consumer Discretionary
7.4%
Communication Services
4.5%
Energy
2.6%
Health Care
0.9%
Industrials
0.0%
Other/Unmapped
24.2%
Full portfolio 18 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $7,841,281,858 | 41.05% | 27,098,707 | $495,176,257 | Down ×4 | ||
| BRKB | $4,618,447,581 | 24.18% | 9,229,696 | $234,823,738 | Up ×4 | ||
| PDD PDD Holdings Inc. - American Depositary Shares | $1,908,685,330 | 9.99% | 25,022,094 | $-109,195,351 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,421,796,240 | 7.44% | 3,380,400 | $154,537,665 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,256,700,261 | 6.58% | 6,280,675 | $-1,157,654,099 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $695,565,438 | 3.64% | 1,968,600 | $-367,537,722 | Down ×1 | ||
| OXY Occidental Petroleum Corporation Common Stock | $498,401,055 | 2.61% | 10,261,500 | $-168,596,445 | |||
| MSFT Microsoft Corporation - Common Stock | $281,294,382 | 1.47% | 754,100 | $-94,798,338 | Down ×1 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $190,691,340 | 1.00% | 701,200 | $120,176,196 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $166,085,748 | 0.87% | 399,600 | $3,352,922 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $164,260,250 | 0.86% | 1,706,600 | $18,552,966 | Up ×2 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $28,928,372 | 0.15% | 301,400 | ||||
| CRCL Circle Internet Group, Inc. Class A Common Stock | $12,526,000 | 0.07% | 200,000 | $-6,556,000 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $7,000,200 | 0.04% | 60,000 | $-1,776,600 | |||
| SNPS Synopsys, Inc. - Common Stock | $4,460,700 | 0.02% | 10,000 | $495,900 | |||
| SNOW Snowflake Inc. Common Stock | $2,545,000 | 0.01% | 10,000 | $1,036,800 | |||
| TEM Tempus AI, Inc. - Class A Common Stock | $1,158,600 | 0.01% | 20,000 | $254,200 | |||
| INOD Innodata Inc. - Common Stock | $755,800 | 0.00% | 10,000 | $369,600 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BRKB | $4,618,447,581 | 24.18% | up ×4 |
| PDD | $1,908,685,330 | 9.99% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BABA | $28,928,372 | 301,400 | 0.15% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| NVDA | Trimmed | -7.6M | -$1.2B |
| AAPL | Trimmed | -1.8M | +$495.2M |
| GOOG | Trimmed | -1.7M | -$367.5M |
| BRKB | Bought more | +82K | +$234.8M |
| OXY | Price move only | +0 | -$168.6M |
| TSLA | Trimmed | -28K | +$154.5M |
| CRDO | Trimmed | -50K | +$120.2M |
| PDD | Bought more | +5.3M | -$109.2M |
| MSFT | Trimmed | -262K | -$94.8M |
| DIS | Bought more | +195K | +$18.6M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BABA | March 31, 2026 | 2,560,500 | $375,318,090 | -2.6% |
| TSM | June 30, 2026 | 151,200 | $51,098,040 | -12.0% |
| CRWV | March 31, 2026 | 299,900 | $21,475,839 | 16.3% |
| ASML | March 31, 2026 | 9,900 | $10,591,614 | 32.8% |
| CRWD | June 30, 2026 | 10,000 | $3,904,100 | -1.9% |
| MRNA | June 30, 2025 | 83,000 | $2,353,050 | 418.7% |