13F filer · CIK 1759760 ↗
H&H International Investment, LLC
You are looking at Q2 2020. See the latest, Q2 2026 →
Reported value
$5.19B
+78% on the quarter before
Positions
15
1 new · 3 sold out
Top 10
99.7%
of the value
Est. gain
+$900.1M
on stocks held all quarter
Est. return
+33.1%
on those stocks since Q1 2020
Positions as of Jun 30, 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 Q1 2020. Striped tiles are options.
Largest buys
Since Q1 2020, 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.
- Berkshire Hathaway Inc Del~$1.21BAdded · 10.8% → 29.3%+6,782,661 shares
- Apple~$200.6MAdded · 58.3% → 50.7%+549,800 shares
- Delta Air Lines Inc Del~$115.0MNew · 0.0% → 2.2%+4,100,000 shares
- Walt Disney Company (The)~$23.5MAdded · 6.8% → 4.9%+210,900 shares
- Toyota Motor Corp~$19.5MAdded · 0.5% → 0.6%+155,218 shares
Largest sells
Since Q1 2020, 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.
- Amazon~$78.6MCut · 5.9% → 3.2%−28,500 shares
- PDD Holdings~$73.2MSold out · 2.5% → 0.0%−2,030,767 shares
- Meta~$71.8MCut · 5.4% → 2.8%−316,000 shares
- Bk Of America Corp~$4.8MCut · 0.4% → 0.2%−200,000 shares
- Biogen Inc~$3.2MSold out · 0.1% → 0.0%−10,000 shares
- Gilead Sciences Inc~$785,000Sold out · 0.0% → 0.0%−10,500 shares
Holdings
As of Jun 30, 2020. Changes are in shares against Mar 31, 2020, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AppleCOM · shares +8.3% · price +43.5% | 50.7% | $2.63B | +$735.7M | ||||||||
| Berkshire Hathaway Inc DelCL B NEW · shares +394% · price −2.4% | 29.3% | $1.52B | −$7.4M | ||||||||
| Walt Disney Company (The)COM DISNEY · shares +10% · price +15.4% | 4.9% | $253.2M | +$30.7M | ||||||||
| AlphabetCAP STK CL C · shares 0% · price +21.6% | 4.9% | $252.9M | +$44.9M | ||||||||
| AmazonCOM · shares −32% · price +41.5% | 3.2% | $165.5M | +$48.5M | ||||||||
| MetaCL A · shares −33% · price +36.1% | 2.8% | $143.1M | +$38.0M | ||||||||
| Delta Air Lines Inc DelCOM NEW · shares New | 2.2% | $115.0M | — | ||||||||
| Exxon Mobil CorpCOM · shares 0% · price +17.8% | 0.78% | $40.2M | +$6.1M | ||||||||
| Toyota Motor CorpSP ADR REP2COM · shares +138% · price +4.7% | 0.65% | $33.6M | +$638,875 | ||||||||
| 3m CoCOM · shares 0% · price +14.3% | 0.36% | $18.7M | +$2.3M | ||||||||
| Bk Of America CorpCOM · shares −33% · price +11.9% | 0.18% | $9.5M | +$1.0M | ||||||||
| Wells Fargo Co NewCOM · shares 0% · price −10.8% | 0.07% | $3.5M | −$421,000 | ||||||||
| General Electric CoCOM · shares 0% · price −14.0% | 0.03% | $1.4M | −$222,000 | ||||||||
| Sogou IncADR REPSTG A · shares 0% · price +24.4% | 0.02% | $1.0M | +$197,000 | ||||||||
| Starbucks CorpCOM · shares 0% · price +12.0% | 0.01% | $736,000 | +$79,000 | ||||||||
| Total · 15 positions | 100% | $5.19B | +$900.1M |
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 Q1 2020 to Q2 2020: 14 stocks held throughout, up $900.1M (+33.1%).
- Apple+$735.7M+43%
- Amazon+$48.5M+41%
- Alphabet+$44.9M+22%
- Meta+$38.0M+36%
- Walt Disney Company (The)+$30.7M+15%
- General Electric Co−$222,000−14%
- Wells Fargo Co New−$421,000−11%
- Berkshire Hathaway Inc Del−$7.4M−2%
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.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | $19.10B−5% | SEC ↗ |
| Q1 2026 | May 19, 2026 | $20.00B+14% | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | $17.49B+19% | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | $14.68B+27% | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | $11.53B−4% | SEC ↗ |
| Q1 2025 | May 15, 2025 | $12.00B−17% | SEC ↗ |
| Q4 2024 | Feb 14, 2025 (amended) | $14.52B−12% | SEC ↗ |
| Q3 2024 | Nov 14, 2024 | $16.54B−1% | SEC ↗ |
| Q2 2024 | Aug 14, 2024 | $16.63B+17% | SEC ↗ |
| Q1 2024 | May 15, 2024 | $14.20B−2% | SEC ↗ |
| Q4 2023 | Feb 14, 2024 | $14.46B+9% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 | $13.28B−10% | SEC ↗ |
| Q2 2023 | Aug 11, 2023 | $14.78B+11% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $13.30B+23% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $10.83B+15% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $9.45B+10% | SEC ↗ |
| Q2 2022 | Aug 15, 2022 | $8.60B−9% | SEC ↗ |
| Q1 2022 | May 16, 2022 | $9.43B+16% | SEC ↗ |
| Q4 2021 | Feb 11, 2022 | $8.11B+4% | SEC ↗ |
| Q3 2021 | Nov 15, 2021 | $7.77B−2% | SEC ↗ |
| Q2 2021 | Aug 13, 2021 | $7.91B+10% | SEC ↗ |
| Q1 2021 | May 10, 2021 | $7.19B+2% | SEC ↗ |
| Q4 2020 | Feb 12, 2021 | $7.02B+14% | SEC ↗ |
| Q3 2020 | Oct 30, 2020 | $6.16B+19% | SEC ↗ |
| Q2 2020 | Aug 11, 2020 | $5.19B+78% | SEC ↗ |
| Q1 2020 | May 15, 2020 | $2.91B+48% | SEC ↗ |
| Q4 2019 | Feb 18, 2020 | $1.96B+25% | SEC ↗ |
| Q3 2019 | Oct 17, 2019 | $1.58B+9% | SEC ↗ |
| Q2 2019 | Jul 15, 2019 | $1.45B+30% | SEC ↗ |
| Q1 2019 | May 3, 2019 | $1.12B+34% | SEC ↗ |
| Q4 2018 | Apr 2, 2019 | $835.8M | SEC ↗ |