H&H International Investment, LLC

CIK

1759760

Location

PALO ALTO, CA

Portfolio Value

Large $18,940,893,072

Diversification

Moderately concentrated

Filing Date

Global Rank

#187 / 8,232 ▲ 38

Top Industry

Consumer Electronics 38.8%

3Y Alpha vs SPY

-6.5%

Period ended 2 months ago

Filed May 19, 2026 · 25d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.5%

SPY

+76.5%

Annualised alpha

-6.5%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.8%

−13.2 pts

Top 5

92.0%

−0.3 pts

Top 10

99.5%

−0.3 pts

HHI

2,378

Moderately concentrated−934

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	54.3%	$10,276,705,964	10
Financial Services	23.2%	$4,402,705,843	2
Consumer Cyclical	17.3%	$3,285,139,255	2
Energy	3.5%	$666,997,500	1
Healthcare	0.9%	$163,637,226	2
Communication Services	0.8%	$145,707,284	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
PDD	PDD Holdings Inc.	+8,211,600	19,748,294	$2,017,880,680
NVDA	Nvidia Corp	+6,606,675	13,843,775	$2,414,354,360
BRK-B	Berkshire Hathaway Inc	+1,971,600	9,147,796	$4,383,623,843
DIS	Walt Disney Co	+799,800	1,511,800	$145,707,284
CRDO	Credo Technology Group Holding Ltd	+609,900	751,200	$70,515,144
MSFT	Microsoft Corp	+157,000	1,016,000	$376,092,720
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−3,412,900	28,945,607	$7,346,105,600
OXY	Occidental Petroleum Corp /De/	−2,911,100	10,261,500	$666,997,500
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,073,184	151,200	$51,098,040
TEM	Tempus AI, Inc.	−90,000	20,000	$904,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	3,408,900	$1,267,258,575
UNH	Unitedhealth Group Inc	601,400	$162,732,826
CRCL	Circle Internet Group, Inc.	200,000	$19,082,000
PLTR	Palantir Technologies Inc.	60,000	$8,776,800
SNPS	Synopsys Inc	10,000	$3,964,800
CRWD	CrowdStrike Holdings, Inc.	10,000	$3,904,100
SNOW	Snowflake Inc.	10,000	$1,508,200
INOD	Innodata Inc	10,000	$386,200
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BABA	Alibaba Group Holding Ltd	2,560,500	$375,318,090
CRWV	CoreWeave, Inc.	299,900	$21,475,839
ASML	Asml Holding NV	9,900	$10,591,614
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 positions · $18,940,893,072 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	28,945,607	-3,412,900	$7,346,105,600	−16.5%	38.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,147,796	+1,971,600	$4,383,623,843	+21.5%	23.14%
NVDA	Nvidia Corp Technology	Added	13,843,775	+6,606,675	$2,414,354,360	+78.9%	12.75%
PDD	PDD Holdings Inc. Consumer Cyclical	Added	19,748,294	+8,211,600	$2,017,880,680	+54.3%	10.65%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	3,408,900	NEW	$1,267,258,575	NEW	6.69%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	10,261,500	-2,911,100	$666,997,500	+23.1%	3.52%
MSFT	Microsoft Corp Technology	Added	1,016,000	+157,000	$376,092,720	−9.5%	1.99%
UNH	Unitedhealth Group Inc Healthcare	NEW	601,400	NEW	$162,732,826	NEW	0.86%
DIS	Walt Disney Co Communication Services	Added	1,511,800	+799,800	$145,707,284	+79.9%	0.77%
CRDO	Credo Technology Group Holding Ltd Technology	Added	751,200	+609,900	$70,515,144	+246.8%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	151,200	-1,073,184	$51,098,040	−86.3%	0.27%
CRCL	Circle Internet Group, Inc. Financial Services	NEW	200,000	NEW	$19,082,000	NEW	0.10%
PLTR	Palantir Technologies Inc. Technology	NEW	60,000	NEW	$8,776,800	NEW	0.05%
SNPS	Synopsys Inc Technology	NEW	10,000	NEW	$3,964,800	NEW	0.02%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	10,000	NEW	$3,904,100	NEW	0.02%
SNOW	Snowflake Inc. Technology	NEW	10,000	NEW	$1,508,200	NEW	0.01%
TEM	Tempus AI, Inc. Healthcare	Reduced	20,000	-90,000	$904,400	−86.1%	0.00%
INOD	Innodata Inc Technology	NEW	10,000	NEW	$386,200	NEW	0.00%