Institutional Manager · CIK 0001759760
H&H International Investment, LLC
PALO ALTO, CA · File #028-19454
Latest AUM
$17.49B
Positions
14
Top-10 Concentration
99.7%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NVIDIA CORPORATION | NVDA | +6,639,300 | +$1.24B | -$47,824 |
| ADD | BERKSHIRE HATHAWAY INC DEL | BRK-A | +1,984,896 | +$997.7M | -$467,217 |
| REDUCE | APPLE INC | AAPL | -2,470,600 | -$671.7M | +$600.1M |
| ADD | PDD HOLDINGS INC | PDD | +2,962,500 | +$335.9M | -$161.0M |
| ADD | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +964,400 | +$293.1M | +$6.4M |
| ADD | MICROSOFT CORP | MSFT | +579,800 | +$280.4M | -$9.6M |
| REDUCE | ASML HOLDING N V | ASMLF | -70,100 | -$75.0M | +$8.1M |
| REDUCE | ALIBABA GROUP HLDG LTD | BBAAY | -216,830 | -$31.8M | -$89.3M |
| NEW | COREWEAVE INC | CRWV | +299,900 | +$21.5M | $0 |
| NEW | CREDO TECHNOLOGY GROUP HOLDI | CRDO | +141,300 | +$20.3M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202514 pos · $17.49B
- 13F HOLDINGS REPORTQ/E Sep 202511 pos · $14.68B
- 13F HOLDINGS REPORTQ/E Jun 202510 pos · $11.53B
- 13F HOLDINGS REPORTQ/E Mar 202511 pos · $12.00B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20248 pos · $14.52B
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $14.52B
- 13F HOLDINGS REPORTQ/E Sep 20248 pos · $16.54B
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $16.63B
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $14.20B
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $13.28B
Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 32,358,507 | $8.80B | 50.30% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,176,196 | $3.61B | 20.63% |
| 3 | NVIDIA CORPORATION | NVDA | 7,237,100 | $1.35B | 7.72% |
| 4 | PDD HOLDINGS INC | PDD | 11,536,694 | $1.31B | 7.48% |
| 5 | ALPHABET INC | GOOG | 1,855,400 | $582.2M | 3.33% |
| 6 | OCCIDENTAL PETE CORP | 674599105 | 13,172,600 | $541.7M | 3.10% |
| 7 | MICROSOFT CORP | MSFT | 859,000 | $415.4M | 2.38% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 2,560,500 | $375.3M | 2.15% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,224,384 | $372.1M | 2.13% |
| 10 | DISNEY WALT CO | 254687106 | 712,000 | $81.0M | 0.46% |
| 11 | COREWEAVE INC | CRWV | 299,900 | $21.5M | 0.12% |
| 12 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 141,300 | $20.3M | 0.12% |
| 13 | ASML HOLDING N V | ASMLF | 9,900 | $10.6M | 0.06% |
| 14 | TEMPUS AI INC | TEM | 110,000 | $6.5M | 0.04% |