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H&H International

Q4 2024 13F · by Duan Yongping, founder

As of
Dec 31, 2024
Filed
Feb 14, 2025
US stock
$14.5B · prev $16.5B
Positions
8 · prev 8
Options notional
$0
Documents
1· 1 amendment

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves8 since the prior filing

The book

Very concentrated · behaves like 2 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 15% a year, about 6.7 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions96% of US stock

  1. AAPL Apple Inc. trimmed−3.83 pp trimmed−3.8370.5%
  2. BRK.B BERKSHIRE HATHAWAY Class B trimmed+0.79 pp trimmed+0.7911.3%
  3. GOOG Alphabet Inc. Class C trimmed−0.18 pp trimmed−0.184.9%
  4. PDD PDD Holdings Inc. added+1.65 pp added+1.654.8%
  5. OXY Occidental Petroleum Corporation added+1.75 pp added+1.754.6%

Revealed late, restated

restated 8 rows corrected by the filer; later quarters recomputed 13F-HR/A · Feb 14, 2025 ↗

Positions8 in this filing · 0 exited

AAPLApple Inc.70.50%40,864,577$10.2Btrimmed−23%−3.83 pp25 q
BRK.BBERKSHIRE HATHAWAY Class B11.31%3,621,100$1.6Btrimmed−4%+0.79 pp25 q
GOOGAlphabet Inc. Class C4.94%3,766,500$717Mtrimmed−26%−0.18 pp25 q
PDDPDD Holdings Inc.4.83%7,228,700$701Madded+85%+1.65 pp4 q
OXYOccidental Petroleum Corporation4.62%13,577,000$671Madded+47%+1.75 pp5 q
BABAAlibaba Group Holding Limited3.18%5,450,830$462Madded0%−0.31 pp15 q
DISThe Walt Disney Company0.57%746,000$83Mtrimmed−0%+0.13 pp20 q
MRNAModerna, Inc.0.05%163,000$7Madded+67%+0.01 pp13 q

Source

Form
13F-HR/A
Reading
0 defects · 0 unresolved
Accession
0001085146-25-001626
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet