H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−1.53
- trimmed+0.41
- trimmed+0.26
- added+0.32
- held
Positions
| AAPLApple Inc. | 78.01% | 64,583,093 | $11.1B | added+8% | −1.53 pp | 22 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 12.12% | 4,092,200 | $1.7B | trimmed−14% | +0.41 pp | 22 q |
| GOOGAlphabet Inc. Class C | 5.50% | 5,126,000 | $780M | trimmed−5% | +0.26 pp | 22 q |
| BABAAlibaba Group Holding Limited | 2.98% | 5,845,330 | $423M | added+18% | +0.32 pp | 12 q |
| DISThe Walt Disney Company | 0.65% | 749,700 | $92M | held | — | 17 q |
| OXYOccidental Petroleum Corporation | 0.52% | 1,134,902 | $74M | added×2.6 | +0.34 pp | 2 q |
| MRNAModerna, Inc. | 0.11% | 140,700 | $15M | added0% | +0.01 pp | 10 q |
| PDDPDD Holdings Inc. | 0.09% | 110,000 | $13M | new | +0.09 pp | new |
| BACBank of America Corporation | 0.03% | 109,700 | $4M | held | — | 3 q |
| JOYYJOYY Inc. | — | −299,900 | — | exited | −0.08 pp | — |
