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

#284 / 8,623 ▲ 20 · as of Mar 2026

Top Industry

Consumer Electronics 38.8%

3Y Alpha vs SPY

-4.7%

Period ended 4 months ago

Filed May 19, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.0%

SPY

+65.3%

Annualised alpha

-4.3%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

18 tracked 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 tracked positions · $18,940,893,072 total · filing declares 19 positions · $20,003,996,234 · 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.