H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 48.53% | 3,247,000 | $953M | trimmed−6% | −0.31 pp | 5 q |
| AMZNAmazon.Com Inc | 15.99% | 170,000 | $314M | added×4.3 | +11.59 pp | 5 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 11.03% | 956,600 | $217M | trimmed−20% | −4.75 pp | 5 q |
| GOOGAlphabet Inc. Class C | 10.89% | 160,000 | $214M | trimmed−16% | −3.80 pp | 5 q |
| METAMeta Platforms, Inc. Class A | 9.37% | 896,500 | $184M | trimmed−14% | −2.45 pp | 5 q |
| PDDPDD Holdings Inc. | 1.84% | 957,467 | $36M | added×2.0 | +0.86 pp | 5 q |
| XOMExxon Mobil Corp | 1.78% | 500,000 | $35M | added+9% | −0.28 pp | 3 q |
| WFCWells Fargo & Co. | 0.37% | 136,000 | $7M | trimmed−43% | +0.29 pp | 3 q |
| unresolvedGeneral Electric Co | 0.11% | 200,000 | $2M | held | — | 5 q |
| SOGOSogou Inc. | 0.06% | 240,000 | $1M | added+76% | −0.37 pp | 5 q |
| SBUXStarbucks Corp | 0.04% | 10,000 | $879,000 | held | — | 4 q |
| BACBank of America Corporation | — | −409,600 | — | exited | −0.76 pp | — |
