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 | 27,098,707.0 | $7.84B | 41.05% | -1.8M | -6.4% | $289.36 | +6.9% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 9,229,696.0 | $4.62B | 24.18% | +82K | +0.9% | $500.39 | — |
| 3 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 25,022,094.0 | $1.91B | 9.99% | +5.3M | +26.7% | $76.28 | +15.9% |
| 4 | TSLA | TESLA INC | Consumer Cyclical | 3,380,400.0 | $1.42B | 7.44% | -28K | -0.8% | $420.60 | -13.7% |
| 5 | NVDA | NVIDIA CORPORATION | Technology | 6,280,675.0 | $1.26B | 6.58% | -7.6M | -54.6% | $200.09 | +7.3% |
| 6 | GOOG | ALPHABET INC | — | 1,968,600.0 | $695.6M | 3.64% | -1.7M | -46.9% | $353.33 | — |
| 7 | OXY | OCCIDENTAL PETE CORP | Energy | 10,261,500.0 | $498.4M | 2.61% | — | — | $48.57 | +26.2% |
| 8 | MSFT | MICROSOFT CORP | Technology | 754,100.0 | $281.3M | 1.47% | -262K | -25.8% | $373.02 | +29.5% |
| 9 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 701,200.0 | $190.7M | 1.00% | -50K | -6.7% | $271.95 | -15.2% |
| 10 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 399,600.0 | $166.1M | 0.87% | -202K | -33.6% | $415.63 | -6.1% |
| 11 | DIS | DISNEY WALT CO | Communication Services | 1,706,600.0 | $164.3M | 0.86% | +195K | +12.9% | $96.25 | +12.0% |
| 12 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 301,400.0 | $28.9M | 0.15% | NEW | — | $95.98 | +24.3% |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 200,000.0 | $12.5M | 0.07% | — | — | $62.63 | +40.5% |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 60,000.0 | $7.0M | 0.04% | — | — | $116.67 | +54.2% |
| 15 | SNPS | SYNOPSYS INC | Technology | 10,000.0 | $4.5M | 0.02% | — | — | $446.07 | -10.8% |
| 16 | SNOW | SNOWFLAKE INC | Technology | 10,000.0 | $2.5M | 0.01% | — | — | $254.50 | +30.8% |
| 17 | TEM | TEMPUS AI INC | Healthcare | 20,000.0 | $1.2M | 0.01% | — | — | $57.93 | +25.5% |
| 18 | INOD | INNODATA INC | Technology | 10,000.0 | $756K | 0.00% | — | — | $75.58 | -15.0% |
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
69.5%
Consumer Cyclical
24.4%
Energy
3.6%
Communication Services
1.2%
Healthcare
1.2%
Financial Services
0.1%