H&H International Investment, LLC
H&H International Investment, LLC is an SEC-registered investment adviser based in Palo Alto, California, United States, founded in 2018. The firm manages approximately $12 billion in assets, focusing on equity investments for institutional clients and high-net-worth individuals. It files regular 13F reports with the SEC and is known for holding a concentrated portfolio of major U.S. and global equities, including significant positions in technology and consumer sectors. The firm has a small but specialized team managing its substantial portfolio. Its primary business is providing portfolio management and investment advisory services.
Investment Strategy
H&H International Investment, LLC pursues a long-term, concentrated equity investment strategy, emphasizing large-cap technology and consumer companies. The firm focuses on high-conviction holdings, often taking significant positions in a small number of stocks, as evidenced by the majority of its assets allocated to leading companies such as Apple, Berkshire Hathaway, and PDD Holdings. Portfolio activity demonstrates an active approach with periodic adjustments based on fundamental analysis and market trends. The firm aims for capital appreciation through research-driven selection and risk management.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 62.47% | $7.21B | 35,118,607 | $118.68 | $205.17 | -$396.9M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.24% | $1.64B | 3,381,300 | $187.75 | $485.77 | -$158.3M |
P PDD | PDD HOLDINGS INC | 7.86% | $906.6M | 8,662,694 | $115.96 | $104.66 | -$11.0M |
O OXY | OCCIDENTAL PETE CORP | 4.94% | $569.5M | 13,556,100 | $52.17 | $42.01 | -$113.0M |
B BABA | ALIBABA GROUP HLDG LTD | 3.68% | $424.9M | 3,746,230 | $115.23 | $113.41 | -$101.7M |