H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 50.30% | 32,358,507 | $8.8B | trimmed−7% | −10.12 pp | 29 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 20.63% | 7,176,196 | $3.6B | added+38% | +2.85 pp | 29 q |
| NVDANvidia Corp | 7.72% | 7,237,100 | $1.3B | added×12.1 | +6.96 pp | 4 q |
| PDDPDD Holdings Inc. | 7.48% | 11,536,694 | $1.3B | added+35% | −0.24 pp | 8 q |
| GOOGAlphabet Inc. Class C | 3.33% | 1,855,400 | $582M | added+2% | +0.33 pp | 29 q |
| OXYOccidental Petroleum Corporation | 3.10% | 13,172,600 | $542M | trimmed−3% | −1.26 pp | 9 q |
| MSFTMicrosoft Corp | 2.38% | 859,000 | $415M | added×3.1 | +1.39 pp | 4 q |
| BABAAlibaba Group Holding Limited | 2.15% | 2,560,500 | $375M | trimmed−8% | −1.23 pp | 19 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 2.13% | 1,224,384 | $372M | added×4.7 | +1.64 pp | 4 q |
| DISThe Walt Disney Company | 0.46% | 712,000 | $81M | trimmed−2% | −0.10 pp | 24 q |
| CRWVCoreWeave, Inc. Class A | 0.12% | 299,900 | $21M | new | +0.12 pp | new |
| CRDOCredo Technology Group Holding Ltd | 0.12% | 141,300 | $20M | new | +0.12 pp | new |
| ASMLASML Holding NV | 0.06% | 9,900 | $11M | trimmed−88% | −0.47 pp | 2 q |
| TEMTempus AI, Inc. Class A | 0.04% | 110,000 | $6M | new | +0.04 pp | new |
