H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 78.69% | 61,019,951 | $10.4B | added+1% | −0.88 pp | 20 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 13.21% | 5,006,102 | $1.8B | trimmed−12% | +0.14 pp | 20 q |
| GOOGAlphabet Inc. Class C | 5.34% | 5,376,100 | $709M | trimmed−4% | +0.78 pp | 20 q |
| BABAAlibaba Group Holding Limited | 1.99% | 3,040,500 | $264M | trimmed−13% | +0.01 pp | 10 q |
| DISThe Walt Disney Company | 0.49% | 799,700 | $65M | trimmed−14% | −0.07 pp | 15 q |
| PDDPDD Holdings Inc. | 0.11% | 150,000 | $15M | new | +0.11 pp | new |
| JOYYJOYY Inc. | 0.09% | 302,500 | $12M | held | — | 12 q |
| MRNAModerna, Inc. | 0.08% | 104,000 | $11M | trimmed−26% | −0.04 pp | 8 q |
| BACBank of America Corporation | 0.01% | 72,100 | $2M | new | +0.01 pp | new |
| OXYOccidental Petroleum Corporation | — | −199,900 | — | exited | −0.08 pp | — |
