H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 74.33% | 52,769,155 | $12.3B | trimmed−17% | −6.62 pp | 24 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 10.52% | 3,782,100 | $1.7B | trimmed−3% | +0.98 pp | 24 q |
| GOOGAlphabet Inc. Class C | 5.12% | 5,066,300 | $847M | added+1% | −0.42 pp | 24 q |
| BABAAlibaba Group Holding Limited | 3.49% | 5,443,730 | $578M | trimmed−14% | +0.76 pp | 14 q |
| PDDPDD Holdings Inc. | 3.18% | 3,907,600 | $527M | added×37.9 | +3.10 pp | 3 q |
| OXYOccidental Petroleum Corporation | 2.87% | 9,223,700 | $475M | added×6.0 | +2.29 pp | 4 q |
| DISThe Walt Disney Company | 0.44% | 748,500 | $72M | held | — | 19 q |
| MRNAModerna, Inc. | 0.04% | 97,700 | $7M | trimmed−31% | −0.06 pp | 12 q |
| BACBank of America Corporation | — | −107,900 | — | exited | −0.03 pp | — |
