H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 79.57% | 60,633,974 | $11.8B | trimmed−4% | +1.12 pp | 19 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 13.07% | 5,664,465 | $1.9B | trimmed−0% | −0.13 pp | 19 q |
| GOOGAlphabet Inc. Class C | 4.56% | 5,575,900 | $675M | trimmed−8% | −0.20 pp | 19 q |
| BABAAlibaba Group Holding Limited | 1.98% | 3,507,600 | $292M | added+13% | −0.42 pp | 9 q |
| DISThe Walt Disney Company | 0.56% | 926,800 | $83M | held | — | 14 q |
| MRNAModerna, Inc. | 0.12% | 140,000 | $17M | trimmed−7% | −0.05 pp | 7 q |
| OXYOccidental Petroleum Corporation | 0.08% | 199,900 | $12M | trimmed−50% | −0.11 pp | 2 q |
| JOYYJOYY Inc. | 0.06% | 302,500 | $9M | held | — | 11 q |
| NTESNetEase, inc. | — | −100,000 | — | exited | −0.07 pp | — |
