H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 60.42% | 34,829,107 | $8.9B | trimmed−1% | −2.05 pp | 28 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 17.78% | 5,191,300 | $2.6B | added+54% | +3.54 pp | 28 q |
| PDDPDD Holdings Inc. | 7.72% | 8,574,194 | $1.1B | trimmed−1% | −0.14 pp | 7 q |
| OXYOccidental Petroleum Corporation | 4.36% | 13,556,100 | $641M | held | — | 8 q |
| BABAAlibaba Group Holding Limited | 3.38% | 2,777,330 | $496M | trimmed−26% | −0.30 pp | 18 q |
| GOOGAlphabet Inc. Class C | 3.00% | 1,810,500 | $441M | trimmed−7% | +0.01 pp | 28 q |
| MSFTMicrosoft Corp | 0.99% | 279,200 | $145M | held | — | 3 q |
| NVDANvidia Corp | 0.76% | 597,800 | $112M | trimmed−38% | −0.56 pp | 3 q |
| DISThe Walt Disney Company | 0.56% | 723,000 | $83M | held | — | 23 q |
| ASMLASML Holding NV | 0.53% | 80,000 | $77M | new | +0.53 pp | new |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 0.49% | 259,984 | $73M | held | — | 3 q |
