H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 65.56% | 35,410,700 | $6.2B | added+18% | −0.32 pp | 14 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 25.31% | 6,764,461 | $2.4B | trimmed−4% | −0.71 pp | 14 q |
| GOOGAlphabet Inc. Class C | 4.09% | 138,100 | $386M | added×6.9 | +3.38 pp | 14 q |
| BABAAlibaba Group Holding Limited | 3.02% | 2,617,600 | $285M | added+3% | −0.69 pp | 4 q |
| DISThe Walt Disney Company | 1.35% | 926,800 | $127M | held | — | 9 q |
| MRNAModerna, Inc. | 0.29% | 160,000 | $28M | added×2.7 | +0.10 pp | 2 q |
| ZMZoom Communications, Inc. Class A | 0.26% | 209,800 | $25M | held | — | 3 q |
| JOYYJOYY Inc. | 0.12% | 302,500 | $11M | held | — | 6 q |
| XOMExxon Mobil Corp | — | −899,700 | — | exited | −0.68 pp | — |
| BACBank of America Corporation | — | −552,900 | — | exited | −0.30 pp | — |
| WFCWells Fargo & Co. | — | −136,000 | — | exited | −0.08 pp | — |
| GOTUGaotu Techedu Inc. | — | −152,400 | — | exited | 0.00 pp | — |
