13F filer · CIK 1759760 ↗
H&H International Investment, LLC
You are looking at Q2 2023. See the latest, Q2 2026 →
Reported value
$14.78B
+11% on the quarter before
Positions
8
0 new · 1 sold out
Top 10
100.0%
of the value
Est. gain
+$1.97B
on stocks held all quarter
Est. return
+15.4%
on those stocks since Q1 2023
Positions as of Jun 30, 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 Q1 2023. Striped tiles are options.
Largest buys
Since Q1 2023, 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.
- Alibaba~$32.5MAdded · 2.4% → 2.0%+390,500 shares
Largest sells
Since Q1 2023, 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.
- Apple~$509.9MCut · 78.4% → 79.6%−2,628,900 shares
- Alphabet~$61.6MCut · 4.8% → 4.6%−509,500 shares
- Occidental Pete Corp~$11.7MCut · 0.2% → 0.1%−199,700 shares
- Netease Inc~$8.8MSold out · 0.1% → 0.0%−100,000 shares
- Berkshire Hathaway Inc Del~$7.5MCut · 13.2% → 13.1%−22,000 shares
- Moderna Inc~$1.2MCut · 0.2% → 0.1%−10,000 shares
Holdings
As of Jun 30, 2023. Changes are in shares against Mar 31, 2023, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AppleCOM · shares −4.2% · price +17.6% | 79.6% | $11.76B | +$1.76B | ||||||||
| Berkshire Hathaway Inc DelCL B NEW · shares −0.4% · price +10.4% | 13.1% | $1.93B | +$182.6M | ||||||||
| AlphabetCAP STK CL C · shares −8.4% · price +16.3% | 4.6% | $674.5M | +$94.6M | ||||||||
| AlibabaSPONSORED ADS · shares +13% · price −18.4% | 2.0% | $292.4M | −$58.7M | ||||||||
| Walt Disney Company (The)COM · shares 0% · price −10.8% | 0.56% | $82.7M | −$10.1M | ||||||||
| Moderna IncCOM · shares −6.7% · price −20.9% | 0.12% | $17.0M | −$4.5M | ||||||||
| Occidental Pete CorpCOM · shares −50% · price −5.8% | 0.08% | $11.8M | −$725,637 | ||||||||
| Joyy IncADS REPSTG COM A · shares 0% · price −1.5% | 0.06% | $9.3M | −$142,175 | ||||||||
| Total · 8 positions | 100% | $14.78B | +$1.97B |
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 2023 to Q2 2023: 8 stocks held throughout, up $1.97B (+15.4%).
- Apple+$1.76B+18%
- Berkshire Hathaway Inc Del+$182.6M+10%
- Alphabet+$94.6M+16%
- Joyy Inc−$142,175−2%
- Occidental Pete Corp−$725,637−6%
- Moderna Inc−$4.5M−21%
- Walt Disney Company (The)−$10.1M−11%
- Alibaba−$58.7M−18%
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 ↗ |