☆H&H International Investment, LLC
Quality Q
0.989
AUM ($M)
19,101
Positions
18
Turnover
0.09
Top-10 wt
99%
Herfindahl
0.249
History (qtrs)
6
Excess Return
+81.8%
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Holdings · 20 positions · portfolio value $19,101M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | Common Stock | 41.1% | +4.3% | 7,841.3 | 27,098,707 | -1,846,900 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | Common Stock | 24.2% | +2.3% | 4,618.4 | 9,229,696 | +81,900 | 5 | — |
| ☆PDD funds › | PDD HOLDINGS INC | ADD | — | 10.0% | -0.1% | 1,908.7 | 25,022,094 | +5,273,800 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 7.4% | +1.1% | 1,421.8 | 3,380,400 | -28,500 | 2 | -62.7% |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 6.6% | -5.5% | 1,256.7 | 6,280,675 | -7,563,100 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | Common Stock | 3.6% | -1.7% | 695.6 | 1,968,600 | -1,737,400 | 5 | — |
| ☆OXY funds › | OCCIDENTAL PETE CORP | HOLD | — | 2.6% | -0.7% | 498.4 | 10,261,500 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.5% | -0.4% | 281.3 | 754,100 | -261,900 | 5 | — |
| ☆CRDO funds › | CREDO TECHNOLOGY GROUP HOLDI | TRIM | — | 1.0% | +0.6% | 190.7 | 701,200 | -50,000 | 3 | +94.5% |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.9% | +0.1% | 166.1 | 399,600 | -201,800 | 2 | +70.4% |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.9% | +0.1% | 164.3 | 1,706,600 | +194,800 | 5 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | NEW | ADR | 0.2% | +0.2% | 28.9 | 301,400 | +301,400 | 1 | -47.7% re-entry |
| ☆CRCL funds › | CIRCLE INTERNET GROUP INC | HOLD | — | 0.1% | -0.0% | 12.5 | 200,000 | +0 | 2 | +4.5% |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | HOLD | — | 0.0% | -0.0% | 7.0 | 60,000 | +0 | 2 | +42.0% |
| ☆SNPS funds › | SYNOPSYS INC | HOLD | — | 0.0% | +0.0% | 4.5 | 10,000 | +0 | 2 | -31.8% |
| ☆SNOW funds › | SNOWFLAKE INC | HOLD | — | 0.0% | +0.0% | 2.5 | 10,000 | +0 | 2 | +224.7% |
| ☆TEM funds › | TEMPUS AI INC | HOLD | — | 0.0% | +0.0% | 1.2 | 20,000 | +0 | 3 | -52.5% |
| ☆INOD funds › | INNODATA INC | HOLD | — | 0.0% | +0.0% | 0.8 | 10,000 | +0 | 2 | +93.3% |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,000 | 0 | +370.6% |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -151,200 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 19,101 | 18 | 0.09 | 99% | 0.249 | 0.988 | — | in |
| 2026Q1 | 20,004 | 19 | 0.18 | 99% | 0.216 | 0.977 | — | in |
| 2025Q4 | 17,489 | 14 | 0.13 | 100% | 0.311 | 0.980 | — | in |
| 2025Q3 | 14,679 | 11 | 0.04 | 100% | 0.407 | 0.990 | — | in |
| 2025Q2 | 11,534 | 10 | 0.03 | 100% | 0.422 | 0.991 | — | entered |
| 2025Q1 | 12,004 | 11 | 0.00 | 100% | 0.435 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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