H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 65.88% | 30,073,700 | $5.3B | trimmed−15% | +1.57 pp | 13 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 26.02% | 7,054,261 | $2.1B | trimmed−6% | −0.32 pp | 13 q |
| BABAAlibaba Group Holding Limited | 3.71% | 2,530,200 | $301M | added+4% | −0.93 pp | 3 q |
| DISThe Walt Disney Company | 1.77% | 926,800 | $144M | added+11% | −0.05 pp | 8 q |
| GOOGAlphabet Inc. Class C | 0.71% | 20,000 | $58M | added×2.0 | +0.37 pp | 13 q |
| XOMExxon Mobil Corp | 0.68% | 899,700 | $55M | held | — | 11 q |
| ZMZoom Communications, Inc. Class A | 0.48% | 209,800 | $39M | held | — | 2 q |
| BACBank of America Corporation | 0.30% | 552,900 | $25M | trimmed−64% | −0.55 pp | 8 q |
| MRNAModerna, Inc. | 0.19% | 60,000 | $15M | new | +0.19 pp | new |
| JOYYJOYY Inc. | 0.17% | 302,500 | $14M | held | — | 5 q |
| WFCWells Fargo & Co. | 0.08% | 136,000 | $7M | held | — | 11 q |
| GOTUGaotu Techedu Inc. | 0.00% | 152,400 | $296,000 | held | — | 3 q |
