13F filer · CIK 1759760 ↗

H&H International Investment, LLC

You are looking at Q2 2021. See the latest, Q2 2026 →

Reported value

$7.91B

+10% on the quarter before

Positions

10

2 new · 1 sold out

Top 10

100.0%

of the value

Est. gain

+$686.9M

on stocks held all quarter

Est. return

+10.7%

on those stocks since Q1 2021

Filed

Aug 13, 2021

On SEC EDGAR ↗

Positions as of Jun 30, 2021, 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 2021. Striped tiles are options.

Apple68%
Berkshire Hathaway Inc Del25%
Alibaba3.3%Walt Disney Company (The)1.9%
0.7%

Largest buys

Since Q1 2021, 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~$565.1MAdded · 60.0% → 68.2%+4,125,800 shares
  2. Alibaba~$262.9MNew · 0.0% → 3.3%+1,159,400 shares
  3. Joyy Inc~$2.6MAdded · 0.1% → 0.1%+40,000 shares
  4. Gaotu Techedu Inc~$775,000New · 0.0% → 0.0%+52,500 shares

Largest sells

Since Q1 2021, 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. Alphabet~$676.7MCut · 8.1% → 0.3%−270,000 shares
  2. Berkshire Hathaway Inc Del~$156.3MCut · 27.4% → 25.1%−562,515 shares
  3. Toyota Motor Corp~$52.4MSold out · 0.7% → 0.0%−335,900 shares
  4. Bk Of America Corp~$41.2MCut · 0.8% → 0.3%−1,000,100 shares

Holdings

As of Jun 30, 2021. Changes are in shares against Mar 31, 2021, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
AppleCOM · shares +12% · price +12.1%68.2%$5.40B+$522.6M
Berkshire Hathaway Inc DelCL B NEW · shares −7.3% · price +8.8%25.1%$1.99B+$160.5M
AlibabaSPONSORED ADS · shares New3.3%$262.9M—
Walt Disney Company (The)COM · shares 0% · price −4.7%1.9%$147.1M−$7.3M
Exxon Mobil CorpCOM · shares 0% · price +13.0%0.72%$56.8M+$6.5M
AlphabetCAP STK CL C · shares −96% · price +21.2%0.32%$25.1M+$4.4M
Bk Of America CorpCOM · shares −64% · price +6.6%0.29%$22.8M+$1.4M
Joyy IncADS REPSTG COM A · shares +55% · price −29.6%0.09%$7.4M−$2.0M
Wells Fargo Co NewCOM · shares 0% · price +15.9%0.08%$6.2M+$845,000
Gaotu Techedu IncSPONSORED ADS · shares New0.01%$775,000—
Total · 10 positions100%$7.91B+$686.9M

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 Q1 2021 to Q2 2021: 8 stocks held throughout, up $686.9M (+10.7%).

  1. Apple+$522.6M+12%
  2. Berkshire Hathaway Inc Del+$160.5M+9%
  3. Exxon Mobil Corp+$6.5M+13%
  4. Alphabet+$4.4M+21%
  5. Bk Of America Corp+$1.4M+7%
  6. Joyy Inc−$2.0M−30%
  7. Walt Disney Company (The)−$7.3M−5%

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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