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H&H International

Q4 2022 13F · by Duan Yongping, founder

As of
Dec 31, 2022
Filed
Feb 14, 2023
US stock
$10.8B · prev $9.5B
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%

Moves5 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 · 2.3% a year, more than 30 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions100% of US stock

  1. AAPL Apple Inc. added+0.70 pp added+0.7073.4%
  2. BRK.B BERKSHIRE HATHAWAY Class B trimmed−0.38 pp trimmed−0.3817.9%
  3. GOOG Alphabet Inc. Class C added−0.22 pp added−0.224.9%
  4. BABA Alibaba Group Holding Limited added+0.05 pp added+0.052.5%
  5. DIS The Walt Disney Company held held0.7%

Positions8 in this filing · 0 exited

AAPLApple Inc.73.43%61,232,700$8.0Badded+23%+0.70 pp17 q
BRK.BBERKSHIRE HATHAWAY Class B17.95%6,294,465$1.9Btrimmed−3%−0.38 pp17 q
GOOGAlphabet Inc. Class C4.89%5,975,200$530Madded+19%−0.22 pp17 q
BABAAlibaba Group Holding Limited2.52%3,104,400$273Madded+6%+0.05 pp7 q
DISThe Walt Disney Company0.74%926,800$81Mheld—12 q
MRNAModerna, Inc.0.27%160,000$29Mheld—5 q
ZMZoom Communications, Inc. Class A0.11%179,800$12Mtrimmed−14%−0.05 pp6 q
JOYYJOYY Inc.0.09%302,500$10Mheld—9 q

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Accession
0001085146-23-001162
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet