13F filer · CIK 1759760 ↗

H&H International Investment, LLC

You are looking at Q3 2023. See the latest, Q2 2026 →

Reported value

$13.28B

−10% on the quarter before

Positions

9

2 new · 1 sold out

Top 10

100.0%

of the value

Est. gain

−$1.27B

on stocks held all quarter

Est. return

−8.8%

on those stocks since Q2 2023

Filed

Nov 14, 2023

On SEC EDGAR ↗

Positions as of Sep 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 Q2 2023. Striped tiles are options.

Apple79%
Berkshire Hathaway Inc Del13%
Alphabet5.3%Alibaba2.0%0.5%

Largest buys

Since Q2 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.

  1. Apple~$66.1MAdded · 79.6% → 78.7%+385,977 shares
  2. PDD Holdings~$14.7MNew · 0.0% → 0.1%+150,000 shares
  3. Bank America Corp~$2.0MNew · 0.0% → 0.0%+72,100 shares

Largest sells

Since Q2 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.

  1. Berkshire Hathaway Inc Del~$230.6MCut · 13.1% → 13.2%−658,363 shares
  2. Alibaba~$40.5MCut · 2.0% → 2.0%−467,100 shares
  3. Alphabet~$26.3MCut · 4.6% → 5.3%−199,800 shares
  4. Occidental Pete Corp~$11.8MSold out · 0.1% → 0.0%−199,900 shares
  5. Walt Disney Company (The)~$10.3MCut · 0.6% → 0.5%−127,100 shares
  6. Moderna Inc~$3.7MCut · 0.1% → 0.1%−36,000 shares

Holdings

As of Sep 30, 2023. Changes are in shares against Jun 30, 2023, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
AppleCOM · shares +0.6% · price −11.7%78.7%$10.45B−$1.38B
Berkshire Hathaway Inc DelCL B NEW · shares −12% · price +2.7%13.2%$1.75B+$46.6M
AlphabetCAP STK CL C · shares −3.6% · price +9.0%5.3%$708.8M+$58.5M
AlibabaSPONSORED ADS · shares −13% · price +4.1%2.0%$263.7M+$10.3M
Walt Disney Company (The)COM · shares −14% · price −9.2%0.49%$64.8M−$6.6M
PDD HoldingsSPONSORED ADS · shares New0.11%$14.7M—
Joyy IncADS REPSTG COM A · shares 0% · price +24.1%0.09%$11.5M+$2.2M
Moderna IncCOM · shares −26% · price −15.0%0.08%$10.7M−$1.9M
Bank America CorpCOM · shares New0.01%$2.0M—
Total · 9 positions100%$13.28B−$1.27B

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 Q2 2023 to Q3 2023: 7 stocks held throughout, down $1.27B (−8.8%).

  1. Alphabet+$58.5M+9%
  2. Berkshire Hathaway Inc Del+$46.6M+3%
  3. Alibaba+$10.3M+4%
  4. Joyy Inc+$2.2M+24%
  5. Moderna Inc−$1.9M−15%
  6. Walt Disney Company (The)−$6.6M−9%
  7. Apple−$1.38B−12%

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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