13F filer · CIK 1759760 ↗

H&H International Investment, LLC

You are looking at Q4 2023. See the latest, Q2 2026 →

Reported value

$14.46B

+8.9% on the quarter before

Positions

9

1 new · 1 sold out

Top 10

100.0%

of the value

Est. gain

+$1.33B

on stocks held all quarter

Est. return

+10.3%

on those stocks since Q3 2023

Filed

Feb 14, 2024

On SEC EDGAR ↗

Positions as of Dec 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 Q3 2023. Striped tiles are options.

Apple80%
Berkshire Hathaway Inc Del12%
Alphabet5.2%Alibaba2.7%0.5%

Largest buys

Since Q3 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. Alibaba~$148.7MAdded · 2.0% → 2.7%+1,918,730 shares
  2. Occidental Pete Corp~$26.3MNew · 0.0% → 0.2%+440,100 shares
  3. Moderna Inc~$3.6MAdded · 0.1% → 0.1%+36,500 shares
  4. Bank America Corp~$1.3MAdded · 0.0% → 0.0%+37,600 shares

Largest sells

Since Q3 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~$249.7MCut · 78.7% → 79.5%−1,296,880 shares
  2. Berkshire Hathaway Inc Del~$92.7MCut · 13.2% → 11.7%−259,800 shares
  3. PDD Holdings~$14.7MSold out · 0.1% → 0.0%−150,000 shares
  4. Walt Disney Company (The)~$4.5MCut · 0.5% → 0.5%−50,000 shares
  5. Joyy Inc~$103,220Cut · 0.1% → 0.1%−2,600 shares

Holdings

As of Dec 31, 2023. Changes are in shares against Sep 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 −2.1% · price +12.5%79.5%$11.50B+$1.27B
Berkshire Hathaway Inc DelCL B NEW · shares −5.2% · price +1.8%11.7%$1.69B+$30.2M
AlphabetCAP STK CL C · shares 0% · price +6.9%5.2%$757.7M+$48.8M
AlibabaSPONSORED ADS · shares +63% · price −10.6%2.7%$384.4M−$28.1M
Walt Disney Company (The)COM · shares −6.3% · price +11.4%0.47%$67.7M+$6.9M
Occidental Pete CorpCOM · shares New0.18%$26.3M—
Moderna IncCOM · shares +35% · price −3.7%0.10%$14.0M−$399,360
Joyy IncADS REPSTG COM A · shares −0.9% · price +4.2%0.08%$11.9M+$476,841
Bank America CorpCOM · shares +52% · price +23.0%0.03%$3.7M+$453,509
Total · 9 positions100%$14.46B+$1.33B

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 2023 to Q4 2023: 8 stocks held throughout, up $1.33B (+10.3%).

  1. Apple+$1.27B+12%
  2. Alphabet+$48.8M+7%
  3. Berkshire Hathaway Inc Del+$30.2M+2%
  4. Walt Disney Company (The)+$6.9M+11%
  5. Joyy Inc+$476,841+4%
  6. Moderna Inc−$399,360−4%
  7. Alibaba−$28.1M−11%

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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