H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+9.72
- added−0.19
- added−3.73
- new+6.85
- trimmed−10.05
Positions
| AAPLApple Inc. | 58.25% | 6,657,600 | $1.7B | added×2.1 | +9.72 pp | 6 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 10.84% | 1,722,415 | $315M | added+80% | −0.19 pp | 6 q |
| GOOGAlphabet Inc. Class C | 7.16% | 178,900 | $208M | added+12% | −3.73 pp | 6 q |
| DISThe Walt Disney Company | 6.85% | 2,060,000 | $199M | new | +6.85 pp | new |
| AMZNAmazon.Com Inc | 5.94% | 88,500 | $173M | trimmed−48% | −10.05 pp | 6 q |
| METAMeta Platforms, Inc. Class A | 5.43% | 946,400 | $158M | added+6% | −3.94 pp | 6 q |
| PDDPDD Holdings Inc. | 2.52% | 2,030,767 | $73M | added×2.1 | +0.68 pp | 6 q |
| XOMExxon Mobil Corp | 1.18% | 899,700 | $34M | added+80% | −0.60 pp | 4 q |
| MMM3M Company | 0.56% | 119,900 | $16M | new | +0.56 pp | new |
| TMToyota Motor Corporation | 0.46% | 112,400 | $13M | new | +0.46 pp | new |
| BACBank of America Corporation | 0.44% | 600,000 | $13M | new | +0.44 pp | new |
| WFCWells Fargo & Co. | 0.13% | 136,000 | $4M | held | — | 4 q |
| BIIBBiogen Inc. | 0.11% | 10,000 | $3M | new | +0.11 pp | new |
| unresolvedGeneral Electric Co | 0.05% | 200,000 | $2M | held | — | 6 q |
| GILDGilead Sciences Inc | 0.03% | 10,500 | $785,000 | new | +0.03 pp | new |
| SOGOSogou Inc. | 0.03% | 240,000 | $806,000 | held | — | 6 q |
| SBUXStarbucks Corp | 0.02% | 10,000 | $657,000 | held | — | 5 q |
