13F filer · CIK 1759760 ↗

H&H International Investment, LLC

You are looking at Q1 2020. See the latest, Q2 2026 →

Reported value

$2.91B

+48% on the quarter before

Positions

17

6 new · 0 sold out

Top 10

99.2%

of the value

Est. gain

−$245.1M

on stocks held all quarter

Est. return

−13.5%

on those stocks since Q4 2019

Filed

May 15, 2020

On SEC EDGAR ↗

Positions as of Mar 31, 2020, from H&H International Investment, LLC's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.

Portfolio at a glance

  • New
  • Added
  • Cut
  • Same
  • Options

Each tile is a position, sized by its share, colored by what the fund did with it since Q4 2019. Striped tiles are options.

Apple58%
Berkshire Hathaway Inc Del11%
Alphabet7.2%Walt Disney Company (The)6.8%Amazon5.9%Meta5.4%PDD Holdings2.5%
Exxon Mobil Corp1.2%
0.6%
0.5%

Largest buys

Since Q4 2019, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.

  1. Apple~$867.3MAdded · 48.5% → 58.3%+3,410,600 shares
  2. Walt Disney Company (The)~$199.0MNew · 0.0% → 6.8%+2,060,000 shares
  3. Berkshire Hathaway Inc Del~$140.0MAdded · 11.0% → 10.8%+765,815 shares
  4. PDD Holdings~$38.7MAdded · 1.8% → 2.5%+1,073,300 shares
  5. Alphabet~$22.0MAdded · 10.9% → 7.2%+18,900 shares
  6. 3m Co~$16.4MNew · 0.0% → 0.6%+119,900 shares
  7. Exxon Mobil Corp~$15.2MAdded · 1.8% → 1.2%+399,700 shares
  8. Toyota Motor Corp~$13.5MNew · 0.0% → 0.5%+112,400 shares
  9. Bk Of America Corp~$12.7MNew · 0.0% → 0.4%+600,000 shares
  10. Meta~$8.3MAdded · 9.4% → 5.4%+49,900 shares

Largest sells

Since Q4 2019, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.

  1. Amazon~$158.9MCut · 16.0% → 5.9%−81,500 shares

Holdings

As of Mar 31, 2020. Changes are in shares against Dec 31, 2019, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
AppleCOM · shares +105% · price −13.4%58.3%$1.69B−$127.8M
Berkshire Hathaway Inc DelCL B NEW · shares +80% · price −19.3%10.8%$314.9M−$41.8M
AlphabetCAP STK CL C · shares +12% · price −13.0%7.2%$208.0M−$27.9M
Walt Disney Company (The)COM DISNEY · shares New6.8%$199.0M—
AmazonCOM · shares −48% · price +5.5%5.9%$172.6M+$9.0M
MetaCL A · shares +5.6% · price −18.7%5.4%$157.9M−$34.5M
PDD HoldingsSPONSORED ADS · shares +112% · price −4.7%2.5%$73.2M−$1.7M
Exxon Mobil CorpCOM · shares +80% · price −45.6%1.2%$34.2M−$15.9M
3m CoCOM · shares New0.56%$16.4M—
Toyota Motor CorpSP ADR REP2COM · shares New0.46%$13.5M—
Bk Of America CorpCOM · shares New0.44%$12.7M—
Wells Fargo Co NewCOM · shares 0% · price −46.7%0.13%$3.9M−$3.4M
Biogen IncCOM · shares New0.11%$3.2M—
General Electric CoCOM · shares 0% · price −28.9%0.05%$1.6M−$644,000
Sogou IncADR REPSTG A · shares 0% · price −26.2%0.03%$806,000−$286,000
Gilead Sciences IncCOM · shares New0.03%$785,000—
Starbucks CorpCOM · shares 0% · price −25.3%0.02%$657,000−$222,000
Total · 17 positions100%$2.91B−$245.1M

Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.

What made money

From Q4 2019 to Q1 2020: 11 stocks held throughout, down $245.1M (−13.5%).

  1. Amazon+$9.0M+6%
  2. Exxon Mobil Corp−$15.9M−46%
  3. Alphabet−$27.9M−13%
  4. Meta−$34.5M−19%
  5. Berkshire Hathaway Inc Del−$41.8M−19%
  6. Apple−$127.8M−13%

Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.

Reported value by quarter

The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.

$30.00B$15.00B$0
Q4 2018Q2 2026
Every quarter's filing
Each quarter's 13F filing, newest first
QuarterReported valueFiling
Q2 2026$19.10B−5%SEC ↗
Q1 2026$20.00B+14%SEC ↗
Q4 2025$17.49B+19%SEC ↗
Q3 2025$14.68B+27%SEC ↗
Q2 2025$11.53B−4%SEC ↗
Q1 2025$12.00B−17%SEC ↗
Q4 2024$14.52B−12%SEC ↗
Q3 2024$16.54B−1%SEC ↗
Q2 2024$16.63B+17%SEC ↗
Q1 2024$14.20B−2%SEC ↗
Q4 2023$14.46B+9%SEC ↗
Q3 2023$13.28B−10%SEC ↗
Q2 2023$14.78B+11%SEC ↗
Q1 2023$13.30B+23%SEC ↗
Q4 2022$10.83B+15%SEC ↗
Q3 2022$9.45B+10%SEC ↗
Q2 2022$8.60B−9%SEC ↗
Q1 2022$9.43B+16%SEC ↗
Q4 2021$8.11B+4%SEC ↗
Q3 2021$7.77B−2%SEC ↗
Q2 2021$7.91B+10%SEC ↗
Q1 2021$7.19B+2%SEC ↗
Q4 2020$7.02B+14%SEC ↗
Q3 2020$6.16B+19%SEC ↗
Q2 2020$5.19B+78%SEC ↗
Q1 2020$2.91B+48%SEC ↗
Q4 2019$1.96B+25%SEC ↗
Q3 2019$1.58B+9%SEC ↗
Q2 2019$1.45B+30%SEC ↗
Q1 2019$1.12B+34%SEC ↗
Q4 2018$835.8MSEC ↗

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