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HHII

H&H International Investment Portfolio holdings

AUM $20B
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
-5.65%
1 Year Est. Return
+9.66%
3 Year Est. Return
+62.45%
5 Year Est. Return
+104.82%
10 Year Est. Return
–
AUM
$20B
AUM Growth
+$2.52B
Cap. Flow
+$3.65B
Cap. Flow %
18.26%
Top 10 Hldgs %
99.2%
Holding
22
New
8
Increased
7
Reduced
4
Closed
3

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.4B
2
NVDA icon
NVIDIA
NVDA
+$1.21B
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$968M
4
PDD icon
Pinduoduo
PDD
+$863M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$581M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$888M
2
BABA icon
Alibaba
BABA
+$375M
3
TSM icon
TSMC
TSM
+$369M
4
OXY icon
Occidental Petroleum
OXY
+$146M
5
CRWV
CoreWeave
CRWV
+$21.5M

Sector Composition

Rank Sector Weight
1 Technology 51.37%
2 Financials 22.01%
3 Consumer Discretionary 16.42%
4 Communication Services 6.04%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.45T
$7.35B 36.72%
28,945,607
-3,412,900
-11% -$888M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.38B 21.91%
9,147,796
+1,971,600
+27% +$968M
NVDA icon
3
NVIDIA
NVDA
$5.27T
$2.41B 12.07%
13,843,775
+6,606,675
+91% +$1.21B
PDD icon
4
Pinduoduo
PDD
$129B
$2.02B 10.09%
19,748,294
+8,211,600
+71% +$863M
TSLA icon
5
Tesla
TSLA
$1.31T
$1.27B 6.34%
+3,408,900
New +$1.4B
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.19T
$1.06B 5.31%
3,706,000
+1,850,600
+100% +$581M
OXY icon
7
Occidental Petroleum
OXY
$59B
$667M 3.33%
10,261,500
-2,911,100
-22% -$146M
MSFT icon
8
Microsoft
MSFT
$3.74T
$376M 1.88%
1,016,000
+157,000
+18% +$65.7M
UNH icon
9
UnitedHealth
UNH
$365B
$163M 0.81%
+601,400
New +$179M
DIS icon
10
Walt Disney
DIS
$179B
$146M 0.73%
1,511,800
+799,800
+112% +$84.5M
CRDO icon
11
Credo Technology Group
CRDO
$46.2B
$70.5M 0.35%
751,200
+609,900
+432% +$74.2M
TSM icon
12
TSMC
TSM
$2.19T
$51.1M 0.26%
151,200
-1,073,184
-88% -$369M
CRCL
13
Circle Internet Group
CRCL
$18.1B
$19.1M 0.1%
+200,000
New +$17M
PLTR icon
14
Palantir
PLTR
$420B
$8.78M 0.04%
+60,000
New +$9.17M
SNPS icon
15
Synopsys
SNPS
$78.7B
$3.96M 0.02%
+10,000
New +$4.52M
CRWD icon
16
CrowdStrike
CRWD
$226B
$3.9M 0.02%
+40,000
New +$4.24M
SNOW icon
17
Snowflake
SNOW
$116B
$1.51M 0.01%
+10,000
New +$1.85M
TEM
18
Tempus AI
TEM
$10B
$904K ﹤0.01%
20,000
-90,000
-82% -$5.11M
INOD icon
19
Innodata
INOD
$2.05B
$386K ﹤0.01%
+10,000
New +$499K
ASML icon
20
ASML
ASML
$691B
– –
-9,900
Closed -$10.6M
BABA icon
21
Alibaba
BABA
$306B
– –
-2,560,500
Closed -$375M
CRWV
22
CoreWeave
CRWV
$49.3B
– –
-299,900
Closed -$21.5M

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OSAM
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BG
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P
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EWA
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SPIA
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MIM
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Select Equity Group
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H&H International Investment's Q1 2026 Portfolio in Review

As of Q1 2026, H&H International Investment held 22 positions worth $20B, up 14% from $17.5B the previous quarter. Its ten largest holdings account for 99% of the portfolio.

H&H International Investment deployed $3.65B of net new capital in Q1 2026, opening 8 new positions and adding to 7 existing holdings. Its largest new stake was Tesla: 3,408,900 shares worth $1.27B.

By sector, the portfolio is most concentrated in Technology at 51% of assets, down from 63% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Apple, an estimated $888M trimmed.

  • H&H International Investment's largest Q1 2026 buy was Tesla: 3,408,900 shares worth $1.27B.
  • H&H International Investment added most to NVIDIA in Q1 2026, an estimated $1.21B increase.
  • H&H International Investment's biggest Q1 2026 reduction was Apple, cutting an estimated $888M.
  • H&H International Investment fully exited Alibaba in Q1 2026, selling an estimated $375M.
  • H&H International Investment's ten largest holdings make up 99% of its $20B portfolio in Q1 2026.
  • H&H International Investment opened 8 new positions and closed 3 in Q1 2026.
  • H&H International Investment's portfolio value rose 14% quarter-over-quarter to $20B.

Based on H&H International Investment's 13F filing for Q1 2026, filed 19 May 2026.