H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 50.70% | 7,207,400 | $2.6B | added+8% | −7.55 pp | 7 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 29.28% | 8,505,076 | $1.5B | added×4.9 | +18.44 pp | 7 q |
| GOOGAlphabet Inc. Class C | 4.88% | 178,900 | $253M | held | — | 7 q |
| DISThe Walt Disney Company | 4.88% | 2,270,900 | $253M | added+10% | −1.97 pp | 2 q |
| AMZNAmazon.Com Inc | 3.19% | 60,000 | $166M | trimmed−32% | −2.75 pp | 7 q |
| METAMeta Platforms, Inc. Class A | 2.76% | 630,400 | $143M | trimmed−33% | −2.67 pp | 7 q |
| DALDelta Air Lines, Inc. | 2.22% | 4,100,000 | $115M | new | +2.22 pp | new |
| XOMExxon Mobil Corp | 0.78% | 899,700 | $40M | held | — | 5 q |
| TMToyota Motor Corporation | 0.65% | 267,618 | $34M | added×2.4 | +0.19 pp | 2 q |
| MMM3M Company | 0.36% | 119,900 | $19M | held | — | 2 q |
| BACBank of America Corporation | 0.18% | 400,000 | $10M | trimmed−33% | −0.26 pp | 2 q |
| WFCWells Fargo & Co. | 0.07% | 136,000 | $3M | held | — | 5 q |
| unresolvedGeneral Electric Co | 0.03% | 200,000 | $1M | held | — | 7 q |
| SOGOSogou Inc. | 0.02% | 240,000 | $1M | held | — | 7 q |
| SBUXStarbucks Corp | 0.01% | 10,000 | $736,000 | held | — | 6 q |
| PDDPDD Holdings Inc. | — | −2,030,767 | — | exited | −2.52 pp | — |
| BIIBBiogen Inc. | — | −10,000 | — | exited | −0.11 pp | — |
| GILDGilead Sciences Inc | — | −10,500 | — | exited | −0.03 pp | — |
