13F filer · CIK 1759760 ↗

H&H International Investment, LLC

You are looking at Q4 2020. See the latest, Q2 2026 →

Reported value

$7.02B

+14% on the quarter before

Positions

14

1 new · 0 sold out

Top 10

99.7%

of the value

Est. gain

+$817.9M

on stocks held all quarter

Est. return

+13.7%

on those stocks since Q3 2020

Filed

Feb 12, 2021

On SEC EDGAR ↗

Positions as of Dec 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 Q3 2020. Striped tiles are options.

Apple53%
Berkshire Hathaway Inc Del30%
Alphabet7.0%Amazon2.8%Walt Disney Company (The)2.7%
Bk Of America Corp1.9%
Joyy Inc1.3%
0.7%
0.5%

Largest buys

Since Q3 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.

  1. Joyy Inc~$88.9MNew · 0.0% → 1.3%+1,112,000 shares
  2. Apple~$70.2MAdded · 51.8% → 53.1%+529,300 shares
  3. Alphabet~$35.0MAdded · 6.2% → 7.0%+20,000 shares
  4. Berkshire Hathaway Inc Del~$17.4MAdded · 30.6% → 29.6%+75,000 shares
  5. Toyota Motor Corp~$7.7MAdded · 0.6% → 0.7%+50,000 shares

Largest sells

Since Q3 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.

  1. Walt Disney Company (The)~$221.7MCut · 4.6% → 2.7%−1,223,700 shares
  2. Bk Of America Corp~$39.4MCut · 2.2% → 1.9%−1,300,300 shares

Holdings

As of Dec 31, 2020. Changes are in shares against Sep 30, 2020, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
AppleCOM · shares +1.9% · price +14.6%53.1%$3.73B+$465.4M
Berkshire Hathaway Inc DelCL B NEW · shares +0.8% · price +8.9%29.6%$2.07B+$167.9M
AlphabetCAP STK CL C · shares +7.7% · price +19.2%7.0%$488.6M+$73.1M
AmazonCOM · shares 0% · price +3.4%2.8%$195.4M+$6.5M
Walt Disney Company (The)COM · shares −54% · price +46.0%2.7%$187.9M+$59.2M
Bk Of America CorpCOM · shares −23% · price +25.8%1.9%$133.0M+$27.3M
Joyy IncADS REPSTG COM A · shares New1.3%$88.9M—
Toyota Motor CorpSP ADR REP2COM · shares +19% · price +16.7%0.70%$49.1M+$5.9M
Exxon Mobil CorpCOM · shares 0% · price +20.1%0.53%$37.1M+$6.2M
Delta Air Lines Inc DelCOM NEW · shares 0% · price +31.5%0.23%$16.1M+$3.9M
MetaCL A · shares 0% · price +4.3%0.16%$10.9M+$450,000
Wells Fargo Co NewCOM · shares 0% · price +28.4%0.06%$4.1M+$907,000
General Electric CoCOM · shares 0% · price +73.4%0.03%$2.2M+$914,000
Starbucks CorpCOM · shares 0% · price +24.6%0.02%$1.1M+$211,000
Total · 14 positions100%$7.02B+$817.9M

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 Q3 2020 to Q4 2020: 13 stocks held throughout, up $817.9M (+13.7%).

  1. Apple+$465.4M+15%
  2. Berkshire Hathaway Inc Del+$167.9M+9%
  3. Alphabet+$73.1M+19%
  4. Walt Disney Company (The)+$59.2M+46%
  5. Bk Of America Corp+$27.3M+26%

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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