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H&H International

Q1 2019 13F · by Duan Yongping, founder

As of
Mar 31, 2019
Filed
May 2, 2019
US stock
$1.1B · prev $836M
Positions
9 · prev 8
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves6 since the prior filing

The book

Very concentrated · behaves like 3 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 0.2% a year, more than 30 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions99% of US stock

  1. AAPL Apple Inc. added+5.67 pp added+5.6756.6%
  2. BRK.B BERKSHIRE HATHAWAY Class B held held17.1%
  3. META Meta Platforms, Inc. Class A added−0.50 pp added−0.5013.6%
  4. GOOG Alphabet Inc. Class C added−0.26 pp added−0.268.4%
  5. AMZN Amazon.Com Inc added+1.39 pp added+1.393.2%

Positions9 in this filing · 0 exited

AAPLApple Inc.56.62%3,327,600$632Madded+23%+5.67 pp2 q
BRK.BBERKSHIRE HATHAWAY Class B17.09%950,000$191Mheld—2 q
METAMeta Platforms, Inc. Class A13.56%908,400$151Madded+1%−0.50 pp2 q
GOOGAlphabet Inc. Class C8.41%80,000$94Madded+14%−0.26 pp2 q
AMZNAmazon.Com Inc3.19%20,000$36Madded×2.0+1.39 pp2 q
PDDPDD Holdings Inc.0.82%370,000$9Mtrimmed−7%−0.24 pp2 q
unresolvedGeneral Electric Co0.18%200,000$2Mheld—2 q
SBUXStarbucks Corp0.07%10,000$743,000new+0.07 ppnew
SOGOSogou Inc.0.06%110,000$653,000held—2 q

Source

Form
13F-HR
Reading
0 defects · 1 unresolved
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet