H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 41.05% | 27,098,707 | $7.8B | trimmed−6% | +4.33 pp | 31+ q |
| BRK.BBERKSHIRE HATHAWAY Class B | 24.18% | 9,229,696 | $4.6B | added+1% | +2.27 pp | 31+ q |
| PDDPDD Holdings Inc. | 9.99% | 25,022,094 | $1.9B | added+27% | −0.10 pp | 10 q |
| TSLATesla, Inc. | 7.44% | 3,380,400 | $1.4B | trimmed−1% | +1.10 pp | 2 q |
| NVDANvidia Corp | 6.58% | 6,280,675 | $1.3B | trimmed−55% | −5.49 pp | 6 q |
| GOOGAlphabet Inc. Class C | 3.64% | 1,968,600 | $696M | trimmed−47% | −1.67 pp | 31+ q |
| OXYOccidental Petroleum Corporation | 2.61% | 10,261,500 | $498M | held | — | 11 q |
| MSFTMicrosoft Corp | 1.47% | 754,100 | $281M | trimmed−26% | −0.41 pp | 6 q |
| CRDOCredo Technology Group Holding Ltd | 1.00% | 701,200 | $191M | trimmed−7% | +0.65 pp | 3 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.87% | 399,600 | $166M | trimmed−34% | +0.06 pp | 2 q |
| DISThe Walt Disney Company | 0.86% | 1,706,600 | $164M | added+13% | +0.13 pp | 26 q |
| BABAAlibaba Group Holding Limited | 0.15% | 301,400 | $29M | new | +0.15 pp | new |
| CRCLCircle Internet Group, Inc. | 0.07% | 200,000 | $13M | held | — | 2 q |
| PLTRPalantir Technologies Inc. Class A | 0.04% | 60,000 | $7M | held | — | 2 q |
| SNPSSynopsys Inc | 0.02% | 10,000 | $4M | held | — | 2 q |
| SNOWSnowflake Inc. | 0.01% | 10,000 | $3M | held | — | 2 q |
| TEMTempus AI, Inc. Class A | 0.01% | 20,000 | $1M | held | — | 3 q |
| INODInnodata Inc. | 0.00% | 10,000 | $755,800 | held | — | 2 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | — | −151,200 | — | exited | −0.26 pp | — |
| CRWDCrowdStrike Holdings, Inc. Class A | — | −10,000 | — | exited | −0.02 pp | — |
