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H&H International

Q2 2022 13F · by Duan Yongping, founder

As of
Jun 30, 2022
Filed
Aug 15, 2022
US stock
$8.6B · prev $9.4B
Positions
8 · prev 8
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves3 since the prior filing

The book

Very concentrated · behaves like 2 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 0.0% a year

  1. Low
  2. Moderate
  3. High

Top 5 positions99% of US stock

  1. AAPL Apple Inc. added+1.99 pp added+1.9967.5%
  2. BRK.B BERKSHIRE HATHAWAY Class B held held21.5%
  3. GOOG Alphabet Inc. Class C added+1.51 pp added+1.515.6%
  4. BABA Alibaba Group Holding Limited added+0.70 pp added+0.703.7%
  5. DIS The Walt Disney Company held held1.0%

Positions8 in this filing · 0 exited

AAPLApple Inc.67.55%42,501,100$5.8Badded+20%+1.99 pp15 q
BRK.BBERKSHIRE HATHAWAY Class B21.47%6,764,461$1.8Bheld—15 q
GOOGAlphabet Inc. Class C5.60%220,300$482Madded+60%+1.51 pp15 q
BABAAlibaba Group Holding Limited3.72%2,817,400$320Madded+8%+0.70 pp5 q
DISThe Walt Disney Company1.02%926,800$87Mheld—10 q
MRNAModerna, Inc.0.27%160,000$23Mheld—3 q
ZMZoom Communications, Inc. Class A0.26%209,800$23Mheld—4 q
JOYYJOYY Inc.0.11%302,500$9Mheld—7 q

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet