H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 62.47% | 35,118,607 | $7.2B | added+3% | −0.86 pp | 27 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 14.24% | 3,381,300 | $1.6B | held | — | 27 q |
| PDDPDD Holdings Inc. | 7.86% | 8,662,694 | $907M | added+12% | +0.22 pp | 6 q |
| OXYOccidental Petroleum Corporation | 4.94% | 13,556,100 | $569M | trimmed−2% | −0.75 pp | 7 q |
| BABAAlibaba Group Holding Limited | 3.68% | 3,746,230 | $425M | trimmed−6% | −0.71 pp | 17 q |
| GOOGAlphabet Inc. Class C | 2.99% | 1,945,400 | $345M | added+75% | +1.54 pp | 27 q |
| NVDANvidia Corp | 1.32% | 964,800 | $152M | added+50% | +0.74 pp | 2 q |
| MSFTMicrosoft Corp | 1.20% | 279,200 | $139M | trimmed−7% | +0.26 pp | 2 q |
| DISThe Walt Disney Company | 0.78% | 723,000 | $90M | held | — | 22 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 0.51% | 259,984 | $59M | trimmed−4% | +0.13 pp | 2 q |
| MRNAModerna, Inc. | — | −83,000 | — | exited | −0.02 pp | — |
