StockDrifts LogoStockDrifts

H&h International Investment 13F Portfolio

Portfolio Manager
H&h International Investment LLC
Performance
+7.74% (2026 Q2)
AUM (13F)
$19.10B
# of Holdings
18
Performance Rank
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

H&h International Investment LLC Holdings Map

Top 18 H&h International Investment LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
41.05%27.10M$7.84B
-6.38%(-1.85M)
2025-Q2: 35.12M shares2025-Q3: 34.83M shares2025-Q4: 32.36M shares2026-Q1: 28.95M shares2026-Q2: 27.10M shares
$123.00(+148.72%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
24.18%9.23M$4.62B
+0.90%(+81.90K)
2025-Q2: 3.38M shares2025-Q3: 5.19M shares2025-Q4: 7.18M shares2026-Q1: 9.15M shares2026-Q2: 9.23M shares
$380.54(+33.21%)
2026-06-30
PDD
PDD HOLDINGS INC
9.99%25.02M$1.91B
+26.71%(+5.27M)
2025-Q2: 8.66M shares2025-Q3: 8.57M shares2025-Q4: 11.54M shares2026-Q1: 19.75M shares2026-Q2: 25.02M shares
$110.32(-23.14%)
2026-06-30
TSLA
TESLA INC
7.44%3.38M$1.42B
-0.84%(-28.50K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.41M shares2026-Q2: 3.38M shares
$410.74(-16.67%)
2026-06-30
NVDA
NVIDIA CORPORATION
6.58%6.28M$1.26B
-54.63%(-7.56M)
2025-Q2: 964.8K shares2025-Q3: 597.8K shares2025-Q4: 7.24M shares2026-Q1: 13.84M shares2026-Q2: 6.28M shares
$181.00(+24.40%)
2026-06-30
GOOG
ALPHABET INC
3.64%1.97M$695.6M
-46.88%(-1.74M)
2025-Q2: 1.95M shares2025-Q3: 1.81M shares2025-Q4: 1.86M shares2026-Q1: 3.71M shares2026-Q2: 1.97M shares
$222.58(+54.35%)
2026-06-30
OXY
OCCIDENTAL PETE CORP
2.61%10.26M$498.4M
+0.00%(+0)
2025-Q2: 13.56M shares2025-Q3: 13.56M shares2025-Q4: 13.17M shares2026-Q1: 10.26M shares2026-Q2: 10.26M shares
$55.62(+4.93%)
2026-06-30
MSFT
MICROSOFT CORP
1.47%754.1K$281.3M
-25.78%(-261.90K)
2025-Q2: 279.2K shares2025-Q3: 279.2K shares2025-Q4: 859.0K shares2026-Q1: 1.02M shares2026-Q2: 754.1K shares
$461.24(+7.41%)
2026-06-30
CRDO
CREDO TECHNOLOGY GROUP HOLDI
1%701.2K$190.7M
-6.66%(-50.00K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 141.3K shares2026-Q1: 751.2K shares2026-Q2: 701.2K shares
$123.75(+110.03%)
2026-06-30
UNH
UNITEDHEALTH GROUP INC
0.87%399.6K$166.1M
-33.56%(-201.80K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 601.4K shares2026-Q2: 399.6K shares
$300.35(+33.75%)
2026-06-30

About H&h International Investment LLCโ€™s portfolio

H&h International Investment LLC reports $19.10B in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (41.0%), BRK.B (24.2%) and PDD (10.0%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +73.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 41.1% ($7.84B)BRK.B โ€” 24.2% ($4.62B)PDD โ€” 10.0% ($1.91B)TSLA โ€” 7.4% ($1.42B)NVDA โ€” 6.6% ($1.26B)GOOG โ€” 3.6% ($695.57M)OXY โ€” 2.6% ($498.40M)MSFT โ€” 1.5% ($281.29M)CRDO โ€” 1.0% ($190.69M)UNH โ€” 0.9% ($166.09M)Other โ€” 1.2% ($221.63M)
99%in top 10
  • AAPL41.1%
  • BRK.B24.2%
  • PDD10.0%
  • TSLA7.4%
  • NVDA6.6%
  • GOOG3.6%
  • OXY2.6%
  • MSFT1.5%
  • CRDO1.0%
  • UNH0.9%
  • Other1.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
BABAALIBABA GROUP HLDG LTD0.1%
Added to
3
PDDPDD HOLDINGS INC+26.7%
BRK.BBERKSHIRE HATHAWAY INC DEL+0.9%
DISDISNEY WALT CO+12.9%
Trimmed
7
NVDANVIDIA CORPORATION-54.6%
GOOGALPHABET INC-46.9%
AAPLAPPLE INC-6.4%
MSFTMICROSOFT CORP-25.8%
+3 more

Unlock alerts, watchlists & AI chat

Sign up free to track H&h International Investment LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from H&h International Investment LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759760). View H&h International Investment LLCโ€™s 13F filings on SEC

More 13F analyses

View all