H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 64.31% | 35,312,400 | $5.0B | trimmed−10% | −3.90 pp | 12 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 26.34% | 7,498,661 | $2.0B | added+5% | +1.24 pp | 12 q |
| BABAAlibaba Group Holding Limited | 4.64% | 2,437,100 | $361M | added×2.1 | +1.32 pp | 2 q |
| DISThe Walt Disney Company | 1.82% | 837,000 | $142M | held | — | 7 q |
| BACBank of America Corporation | 0.85% | 1,552,500 | $66M | added×2.8 | +0.56 pp | 7 q |
| ZMZoom Communications, Inc. Class A | 0.71% | 209,800 | $55M | new | +0.71 pp | new |
| XOMExxon Mobil Corp | 0.68% | 899,700 | $53M | held | — | 10 q |
| GOOGAlphabet Inc. Class C | 0.34% | 10,000 | $27M | held | — | 12 q |
| JOYYJOYY Inc. | 0.21% | 302,500 | $17M | added×2.7 | +0.12 pp | 4 q |
| WFCWells Fargo & Co. | 0.08% | 136,000 | $6M | held | — | 10 q |
| GOTUGaotu Techedu Inc. | 0.01% | 152,400 | $468,000 | added×2.9 | 0.00 pp | 2 q |










