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H&H International Investment, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$17.5B
+19.1%
Holdings
14
+3
New Purchases
3
Added To
6
Closed
0
Reduced
5
Top 10 Concentration
99.7%
Turnover
21.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 7.72% 0.76% +6.96% $1.3B
BRK-B 20.63% 17.78% +2.85% $3.6B
TSM 2.13% 0.49% +1.63% $372M
MSFT 2.38% 0.99% +1.39% $415M
GOOG 3.33% 3.00% +0.33% $582M
CRWV 0.12% 0.00% +0.12% $21M
CRDO 0.12% 0.00% +0.12% $20M
TEM 0.04% 0.00% +0.04% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 50.30% 60.42% -10.12% $8.8B
OXY 3.10% 4.36% -1.27% $542M
BABA 2.15% 3.38% -1.24% $375M
ASML 0.06% 0.53% -0.47% $11M
PDD 7.48% 7.72% -0.24% $1.3B
DIS 0.46% 0.56% -0.10% $81M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $15.5B 88.7%
Large Cap 5 $2.0B 11.3%
Mid Cap 1 $6M 0.0%

Portfolio Analytics

Avg Market Cap
$1.6T
Median Market Cap
$466.4B
Avg P/E
31.7
Median P/E
26.9
Avg Dividend Yield
0.01%
Avg Beta
1.86
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 50.30% 32,358,507 $8.8B $271.86 -$72M -2,470,600 -7.1%
2 BRK-B 20.63% 7,176,196 $3.6B $502.65 $997M +1,984,896 +38.2%
3 NVDA 7.72% 7,237,100 $1.3B $186.50 $1.2B +6,639,300 +1110.6%
4 PDD 7.48% 11,536,694 $1.3B $113.39 $175M +2,962,500 +34.5%
5 GOOG 3.33% 1,855,400 $582M $313.80 $141M +44,900 +2.5%
6 OXY 3.10% 13,172,600 $542M $41.12 -$99M -383,500 -2.8%
7 MSFT 2.38% 859,000 $415M $483.62 $271M +579,800 +207.7%
8 BABA 2.15% 2,560,500 $375M $146.58 -$121M -216,830 -7.8%
9 TSM 2.13% 1,224,384 $372M $303.89 $299M +964,400 +370.9%
10 DIS 0.46% 712,000 $81M $113.77 -$2M -11,000 -1.5%
11 CRWV 0.12% 299,900 $21M $71.61 +299,900 NEW
12 CRDO 0.12% 141,300 $20M $143.89 +141,300 NEW
13 ASML 0.06% 9,900 $11M $1,069.86 -$67M -70,100 -87.6%
14 TEM 0.04% 110,000 $6M $59.05 +110,000 NEW

New Positions

SymbolValue% Port
CRWV $21M 0.12%
CRDO $20M 0.12%
TEM $6M 0.04%
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