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H&H International Investment, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$11.5B
-3.9%
Holdings
11
New Purchases
0
Added To
4
Closed
1
Reduced
4
Top 10 Concentration
100.0%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 2.99% 1.45% +1.55% $345M
NVDA 1.32% 0.58% +0.74% $152M
MSFT 1.20% 0.94% +0.27% $139M
PDD 7.86% 7.64% +0.22% $907M
DIS 0.78% 0.59% +0.18% $90M
TSM 0.51% 0.38% +0.13% $59M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 62.47% 63.33% -0.86% $7.2B
BRK-B 14.24% 15.00% -0.76% $1.6B
OXY 4.94% 5.69% -0.75% $569M
BABA 3.68% 4.39% -0.70% $425M
MRNA 0.00% 0.02% -0.02% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $10.0B 86.4%
Large Cap 4 $1.6B 13.6%

Portfolio Analytics

Avg Market Cap
$1.9T
Median Market Cap
$1.0T
Avg P/E
20.8
Median P/E
20.5
Avg Dividend Yield
0.01%
Avg Beta
0.98
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 62.47% 35,118,607 $7.2B $205.17 -$397M +894,426 +2.6%
2 BRK-B 14.24% 3,381,300 $1.6B $485.77 -$158M
3 PDD 7.86% 8,662,694 $907M $104.66 -$11M +908,794 +11.7%
4 OXY 4.94% 13,556,100 $569M $42.01 -$113M -270,000 -1.9%
5 BABA 3.68% 3,746,230 $425M $113.41 -$102M -235,900 -5.9%
6 GOOG 2.99% 1,945,400 $345M $177.39 $172M +834,800 +75.2%
7 NVDA 1.32% 964,800 $152M $157.99 $83M +319,700 +49.6%
8 MSFT 1.20% 279,200 $139M $497.41 $27M -20,000 -6.7%
9 DIS 0.78% 723,000 $90M $124.01 $18M
10 TSM 0.51% 259,984 $59M $226.49 $14M -11,808 -4.3%
11 MRNA —% -$2M -83,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
MRNA —%
View SEC EDGAR Filings for H&H International Investment, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms