13F Filing
H&H International Investment, LLC
H&H International Investment is a Palo Alto-based SEC-registered investment adviser founded in 2018 that runs a highly concentrated long-only equity portfolio, with top positions in mega-cap technology and consumer names. Portfolio characteristics lean more growth/quality-mega-cap than classic value.
Filed2026.08.14
FilingCurrent Portfolio
$19.10B
Previous Portfolio
$20.00B
Change
−4.52%
Holdings
AAPLAPPLE INCReduced$7.84B41.05%
BRK-BBERKSHIRE HATHAWAY INC DELIncreased$4.62B24.18%
PDDPDD HOLDINGS INCIncreased$1.91B9.99%
TSLATESLA INCReduced$1.42B7.44%
NVDANVIDIA CORPORATIONReduced$1.26B6.58%
GOOGALPHABET INCReduced$695.6M3.64%
OXYOCCIDENTAL PETE CORP$498.4M2.61%
MSFTMICROSOFT CORPReduced$281.3M1.47%
CRDOCREDO TECHNOLOGY GROUP HOLDIReduced$190.7M1.00%
UNHUNITEDHEALTH GROUP INCReduced$166.1M0.87%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL APPLE INC | 41.05% | Reduced | $7.84B | 27,098,707 | −1,846,900 | Information Technology |
| 2 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 24.18% | Increased | $4.62B | 9,229,696 | +81,900 | Financials |
| 3 |  PDD PDD HOLDINGS INC | 9.99% | Increased | $1.91B | 25,022,094 | +5,273,800 | Consumer Discretionary |
| 4 |  TSLA TESLA INC | 7.44% | Reduced | $1.42B | 3,380,400 | −28,500 | Consumer Discretionary |
| 5 |  NVDA NVIDIA CORPORATION | 6.58% | Reduced | $1.26B | 6,280,675 | −7,563,100 | Information Technology |
| 6 |  GOOG ALPHABET INC | 3.64% | Reduced | $695.6M | 1,968,600 | −1,737,400 | Communication Services |
| 7 |  OXY OCCIDENTAL PETE CORP | 2.61% | — | $498.4M | 10,261,500 | 0 | Energy |
| 8 |  MSFT MICROSOFT CORP | 1.47% | Reduced | $281.3M | 754,100 | −261,900 | Information Technology |
| 9 |  CRDO CREDO TECHNOLOGY GROUP HOLDI | 1.00% | Reduced | $190.7M | 701,200 | −50,000 | Information Technology |
| 10 |  UNH UNITEDHEALTH GROUP INC | 0.87% | Reduced | $166.1M | 399,600 | −201,800 | Health Care |
Portfolio Changes
Buy Positions
New Buy
Current 0.15%
+301,400Shares
Additional Buy
+0.90%
+81,900Shares
+26.71%
+5,273,800Shares
+12.89%
+194,800Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−6.38%
−1,846,900Shares
−0.84%
−28,500Shares
−54.63%
−7,563,100Shares
−46.88%
−1,737,400Shares
−25.78%
−261,900Shares
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