H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+5.02
- trimmed−4.75
- added−0.13
- added−0.12
- held
Positions
| AAPLApple Inc. | 78.45% | 63,262,874 | $10.4B | added+3% | +5.02 pp | 18 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 13.20% | 5,686,465 | $1.8B | trimmed−10% | −4.75 pp | 18 q |
| GOOGAlphabet Inc. Class C | 4.76% | 6,085,400 | $633M | added+2% | −0.13 pp | 18 q |
| BABAAlibaba Group Holding Limited | 2.40% | 3,117,100 | $319M | added0% | −0.12 pp | 8 q |
| DISThe Walt Disney Company | 0.70% | 926,800 | $93M | held | — | 13 q |
| OXYOccidental Petroleum Corporation | 0.19% | 399,600 | $25M | new | +0.19 pp | new |
| MRNAModerna, Inc. | 0.17% | 150,000 | $23M | trimmed−6% | −0.10 pp | 6 q |
| JOYYJOYY Inc. | 0.07% | 302,500 | $9M | held | — | 10 q |
| NTESNetEase, inc. | 0.07% | 100,000 | $9M | new | +0.07 pp | new |
| ZMZoom Communications, Inc. Class A | — | −179,800 | — | exited | −0.11 pp | — |