H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 68.21% | 39,414,000 | $5.4B | added+12% | +8.25 pp | 11 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 25.10% | 7,148,661 | $2.0B | trimmed−7% | −2.30 pp | 11 q |
| BABAAlibaba Group Holding Limited | 3.32% | 1,159,400 | $263M | new | +3.32 pp | new |
| DISThe Walt Disney Company | 1.86% | 837,000 | $147M | held | — | 6 q |
| XOMExxon Mobil Corp | 0.72% | 899,700 | $57M | held | — | 9 q |
| GOOGAlphabet Inc. Class C | 0.32% | 10,000 | $25M | trimmed−96% | −7.74 pp | 11 q |
| BACBank of America Corporation | 0.29% | 553,000 | $23M | trimmed−64% | −0.55 pp | 6 q |
| JOYYJOYY Inc. | 0.09% | 112,500 | $7M | added+55% | 0.00 pp | 3 q |
| WFCWells Fargo & Co. | 0.08% | 136,000 | $6M | held | — | 9 q |
| GOTUGaotu Techedu Inc. | 0.01% | 52,500 | $775,000 | new | +0.01 pp | new |
| TMToyota Motor Corporation | — | −335,900 | — | exited | −0.73 pp | — |
