H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 79.54% | 59,723,071 | $11.5B | trimmed−2% | +0.85 pp | 21 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 11.71% | 4,746,302 | $1.7B | trimmed−5% | −1.50 pp | 21 q |
| GOOGAlphabet Inc. Class C | 5.24% | 5,376,100 | $758M | held | — | 21 q |
| BABAAlibaba Group Holding Limited | 2.66% | 4,959,230 | $384M | added+63% | +0.67 pp | 11 q |
| DISThe Walt Disney Company | 0.47% | 749,700 | $68M | trimmed−6% | −0.02 pp | 16 q |
| OXYOccidental Petroleum Corporation | 0.18% | 440,100 | $26M | new | +0.18 pp | new |
| MRNAModerna, Inc. | 0.10% | 140,500 | $14M | added+35% | +0.02 pp | 9 q |
| JOYYJOYY Inc. | 0.08% | 299,900 | $12M | trimmed−1% | −0.01 pp | 13 q |
| BACBank of America Corporation | 0.03% | 109,700 | $4M | added+52% | +0.02 pp | 2 q |
| PDDPDD Holdings Inc. | — | −150,000 | — | exited | −0.11 pp | — |
