13F filer · CIK 1759760 ↗

H&H International Investment, LLC

You are looking at Q1 2023. See the latest, Q2 2026 →

Reported value

$13.30B

+23% on the quarter before

Positions

9

2 new · 1 sold out

Top 10

100.0%

of the value

Est. gain

+$2.28B

on stocks held all quarter

Est. return

+21.5%

on those stocks since Q4 2022

Filed

May 15, 2023

On SEC EDGAR ↗

Positions as of Mar 31, 2023, 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 2022. Striped tiles are options.

Apple78%
Berkshire Hathaway Inc Del13%
Alphabet4.8%Alibaba2.4%0.7%

Largest buys

Since Q4 2022, 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~$334.8MAdded · 73.4% → 78.4%+2,030,174 shares
  2. Occidental Pete Corp~$24.9MNew · 0.0% → 0.2%+399,600 shares
  3. Alphabet~$11.5MAdded · 4.9% → 4.8%+110,200 shares
  4. Netease Inc~$8.8MNew · 0.0% → 0.1%+100,000 shares
  5. Alibaba~$1.3MAdded · 2.5% → 2.4%+12,700 shares

Largest sells

Since Q4 2022, 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. Berkshire Hathaway Inc Del~$187.7MCut · 17.9% → 13.2%−608,000 shares
  2. Zoom~$12.2MSold out · 0.1% → 0.0%−179,800 shares
  3. Moderna Inc~$1.5MCut · 0.3% → 0.2%−10,000 shares

Holdings

As of Mar 31, 2023. Changes are in shares against Dec 31, 2022, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
AppleCOM · shares +3.3% · price +26.9%78.4%$10.43B+$2.14B
Berkshire Hathaway Inc DelCL B NEW · shares −9.7% · price −0.0%13.2%$1.76B−$739,025
AlphabetCAP STK CL C · shares +1.8% · price +17.2%4.8%$632.9M+$91.2M
AlibabaSPONSORED ADS · shares +0.4% · price +16.0%2.4%$318.5M+$43.7M
Walt Disney Company (The)COM · shares 0% · price +15.3%0.70%$92.8M+$12.3M
Occidental Pete CorpCOM · shares New0.19%$24.9M—
Moderna IncCOM · shares −6.3% · price −14.5%0.17%$23.0M−$3.9M
Joyy IncADS REPSTG COM A · shares 0% · price −1.3%0.07%$9.4M−$124,025
Netease IncSPONSORED ADS · shares New0.07%$8.8M—
Total · 9 positions100%$13.30B+$2.28B

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 2022 to Q1 2023: 7 stocks held throughout, up $2.28B (+21.5%).

  1. Apple+$2.14B+27%
  2. Alphabet+$91.2M+17%
  3. Alibaba+$43.7M+16%
  4. Walt Disney Company (The)+$12.3M+15%
  5. Joyy Inc−$124,025−1%
  6. Berkshire Hathaway Inc Del−$739,025−0%
  7. Moderna Inc−$3.9M−14%

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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