Portfolio (Quarterly)
Guide ↗
H&H International Investment, LLC
· CIK 0001759760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 28,945,607.0 | $7.35B | 36.72% | -3.4M | -10.6% | $253.79 | +19.1% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 9,147,796.0 | $4.38B | 21.91% | +2.0M | +27.5% | $479.20 | — |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 13,843,775.0 | $2.41B | 12.07% | +6.6M | +91.3% | $174.40 | +26.5% |
| 4 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 19,748,294.0 | $2.02B | 10.09% | +8.2M | +71.2% | $102.18 | -4.7% |
| 5 | TSLA | TESLA INC | Consumer Cyclical | 3,408,900.0 | $1.27B | 6.33% | NEW | — | $371.75 | +8.7% |
| 6 | GOOG | ALPHABET INC | Communication Services | 3,706,000.0 | $1.06B | 5.31% | +1.9M | +99.7% | $286.86 | +34.2% |
| 7 | OXY | OCCIDENTAL PETE CORP | Energy | 10,261,500.0 | $667.0M | 3.33% | -2.9M | -22.1% | $65.00 | -6.6% |
| 8 | MSFT | MICROSOFT CORP | Technology | 1,016,000.0 | $376.1M | 1.88% | +157K | +18.3% | $370.17 | +12.8% |
| 9 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 601,400.0 | $162.7M | 0.81% | NEW | — | $270.59 | +43.8% |
| 10 | DIS | DISNEY WALT CO | Communication Services | 1,511,800.0 | $145.7M | 0.73% | +800K | +112.3% | $96.38 | +6.1% |
| 11 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 751,200.0 | $70.5M | 0.35% | +610K | +431.6% | $93.87 | +80.0% |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 151,200.0 | $51.1M | 0.26% | -1.1M | -87.7% | $337.95 | +16.2% |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 200,000.0 | $19.1M | 0.10% | NEW | — | $95.41 | +16.4% |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 60,000.0 | $8.8M | 0.04% | NEW | — | $146.28 | -7.5% |
| 15 | SNPS | SYNOPSYS INC | Technology | 10,000.0 | $4.0M | 0.02% | NEW | — | $396.48 | +24.6% |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 10,000.0 | $3.9M | 0.02% | NEW | — | $390.41 | +58.0% |
| 17 | SNOW | SNOWFLAKE INC | Technology | 10,000.0 | $1.5M | 0.01% | NEW | — | $150.82 | +12.4% |
| 18 | TEM | TEMPUS AI INC | Healthcare | 20,000.0 | $904K | 0.01% | -90K | -81.8% | $45.22 | +0.7% |
| 19 | INOD | INNODATA INC | Technology | 10,000.0 | $386K | 0.00% | NEW | — | $38.62 | +128.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
65.8%
Consumer Cyclical
21.0%
Communication Services
7.7%
Energy
4.3%
Healthcare
1.0%
Financial Services
0.1%