H&H International Investment
Duan YongpingPALO ALTO, CAfiles as H&H International Investment, LLC
$19.1bn in 18 US stocks at the end of 30 June 2026. The top 10 are 98.8% of the money. It changed about 8.7% of the portfolio this quarter.
Value
$19.1bn
Stocks
18
Top 10 share
98.8%
Turnover
8.7%
What changed this quarter
New
Bought for the first time this quarter.
- Alibaba Group HldgBABA0.2% of the fund
Added
Bought more of a stock they already held.
- PDD HoldingsPDD10.0% of the fund+27%
- Walt DisneyDIS0.9% of the fund+13%
Cut
Sold some of their stake.
- AppleAAPL41.1% of the fund-6%
- NvidiaNVDA6.6% of the fund-55%
- AlphabetGOOG3.6% of the fund-47%
- MicrosoftMSFT1.5% of the fund-26%
- Credo Technology Group HoldingCRDO1.0% of the fund-7%
- UnitedHealth GroupUNH0.9% of the fund-34%
Sold out
Sold their entire stake.
Holdings
- PDD HoldingsPDD
- Share
- 10.0%
- Value
- $1.9bn
- Shares
- 25,022,094
+27%
- Alibaba Group HldgBABA
- Share
- 0.2%
- Value
- $29m
- Shares
- 301,400
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 41.1% | $7.8bn | 27,098,707 | -6% |
| Berkshire HathawayBRK-B | 24.2% | $4.6bn | 9,229,696 | Held |
| PDD HoldingsPDD | 10.0% | $1.9bn | 25,022,094 | +27% |
| TeslaTSLA | 7.4% | $1.4bn | 3,380,400 | Held |
| NvidiaNVDA | 6.6% | $1.3bn | 6,280,675 | -55% |
| AlphabetGOOG | 3.6% | $696m | 1,968,600 | -47% |
| Occidental PetroleumOXY | 2.6% | $498m | 10,261,500 | Held |
| MicrosoftMSFT | 1.5% | $281m | 754,100 | -26% |
| Credo Technology Group HoldingCRDO | 1.0% | $191m | 701,200 | -7% |
| UnitedHealth GroupUNH | 0.9% | $166m | 399,600 | -34% |
| Walt DisneyDIS | 0.9% | $164m | 1,706,600 | +13% |
| Alibaba Group HldgBABA | 0.2% | $29m | 301,400 | New |
| Circle Internet GroupCRCL | <0.1% | $13m | 200,000 | Held |
| Palantir TechnologiesPLTR | <0.1% | $7m | 60,000 | Held |
| SynopsysSNPS | <0.1% | $4m | 10,000 | Held |
| SnowflakeSNOW | <0.1% | $3m | 10,000 | Held |
| Tempus AITEM | <0.1% | $1m | 20,000 | Held |
| InnodataINOD | <0.1% | $755,800 | 10,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 65.6% since 30 June 2025.
Where the money is
Technology50.2%
Financial services24.2%
Retail & consumer7.4%
Media & telecom4.5%
Energy2.6%
Health care0.9%
Other10.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.