Skip to content

Search

Search managers or tickers

H&H International

Q3 2019 13F · by Duan Yongping, founder

As of
Sep 30, 2019
Filed
Oct 16, 2019
US stock
$1.6B · prev $1.5B
Positions
12 · prev 12
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%

Moves10 since the prior filing

The book

Very concentrated · behaves like 3 equal-sized positions

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

Moderate turnover · 27% a year, about 3.6 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions96% of US stock

  1. AAPL Apple Inc. trimmed−5.23 pp trimmed−5.2348.8%
  2. BRK.B BERKSHIRE HATHAWAY Class B added+2.72 pp added+2.7215.8%
  3. GOOG Alphabet Inc. Class C added+1.99 pp added+1.9914.7%
  4. META Meta Platforms, Inc. Class A added−0.25 pp added−0.2511.8%
  5. AMZN Amazon.Com Inc added+0.49 pp added+0.494.4%

Positions12 in this filing · 0 exited

AAPLApple Inc.48.84%3,439,100$770Mtrimmed−11%−5.23 pp4 q
BRK.BBERKSHIRE HATHAWAY Class B15.78%1,196,600$249Madded+34%+2.72 pp4 q
GOOGAlphabet Inc. Class C14.69%190,000$232Madded+11%+1.99 pp4 q
METAMeta Platforms, Inc. Class A11.82%1,046,500$186Madded+15%−0.25 pp4 q
AMZNAmazon.Com Inc4.40%40,000$69Madded+33%+0.49 pp4 q
XOMExxon Mobil Corp2.06%460,000$32Madded+77%+0.69 pp2 q
PDDPDD Holdings Inc.0.98%477,767$15Madded+2%+0.32 pp4 q
BACBank of America Corporation0.76%409,600$12Mtrimmed−28%−0.38 pp2 q
SOGOSogou Inc.0.43%136,000$7Mtrimmed−43%+0.36 pp4 q
unresolvedGeneral Electric Co0.11%200,000$2Mheld—4 q
WFCWells Fargo & Co.0.08%240,000$1Madded+4%−0.67 pp2 q
SBUXStarbucks Corp0.06%10,000$884,000held—3 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