2026 Q2 Portfolio Activity
In 2026 Q2, H&H International Investment, LLC maintained a portfolio of 20 distinct positions. The most significant new addition was ALIBABA GROUP HLDG LTD, now representing 0.15% of the total fund value. They heavily accumulated shares in DISNEY WALT CO, increasing the position by 12.9%. The fund also reduced its exposure to NVIDIA CORPORATION by 54.6%.
Position History
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Total Positions
20
Quarter
2026 Q2
Top Holding
AAPL (41.1%)
Top 10 Concentration
98.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
H&H International Investment, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 41.05% | 36.72% |
#1
Prev: #1
|
6.5 |
—
|
-1,846,900 | -6.4% |
P
S
|
27,098,707 | $7,841,281,858 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 24.18% | 21.91% |
#2
Prev: #2
|
6.0 |
—
|
81,900 | 0.9% |
P
S
|
9,229,696 | $4,618,447,581 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 9.99% | 10.09% |
#3
1
Prev: #4
|
7.5 |
—
|
5,273,800 | 26.7% |
P
S
|
25,022,094 | $1,908,685,330 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 7.44% | 6.34% |
#4
1
Prev: #5
|
4.0 |
—
|
-28,500 | -0.8% |
P
S
|
3,380,400 | $1,421,796,240 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.58% | 12.07% |
#5
2
Prev: #3
|
3.1 |
—
|
-7,563,100 | -54.6% |
P
S
|
6,280,675 | $1,256,700,261 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.64% | 5.31% |
#6
Prev: #6
|
1.5 |
—
|
-1,737,400 | -46.9% |
P
S
|
1,968,600 | $695,565,438 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 2.61% | 3.33% |
#7
Prev: #7
|
2.0 |
—
|
no change | no change |
P
S
|
10,261,500 | $498,401,055 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.47% | 1.88% |
#8
Prev: #8
|
0.6 |
—
|
-261,900 | -25.8% |
P
S
|
754,100 | $281,294,382 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 1.00% | 0.35% |
#9
2
Prev: #11
|
0.9 |
—
|
-50,000 | -6.7% |
P
S
|
701,200 | $190,691,340 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.87% | 0.81% |
#10
1
Prev: #9
|
0.3 |
—
|
-201,800 | -33.6% |
P
S
|
399,600 | $166,085,748 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.86% | 0.73% |
#11
1
Prev: #10
|
2.3 |
—
|
194,800 | 12.9% |
P
S
|
1,706,600 | $164,260,250 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.15% | — |
#12
Prev: #—
|
3.6 |
—
|
301,400 | — |
NEW
|
301,400 | $28,928,372 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 0.07% | 0.10% |
#13
Prev: #13
|
1.0 |
—
|
no change | no change |
P
S
|
200,000 | $12,526,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.04% | 0.04% |
#14
Prev: #14
|
1.0 |
—
|
no change | no change |
P
S
|
60,000 | $7,000,200 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.02% | 0.02% |
#15
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $4,460,700 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.01% | 0.01% |
#16
1
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $2,545,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 0.01% | 0.00% |
#17
1
Prev: #18
|
1.0 |
—
|
no change | no change |
P
S
|
20,000 | $1,158,600 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INOD
INNODATA INC
|
Technology | 0.00% | 0.00% |
#18
1
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $755,800 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-10,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.00% | 0.26% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-151,200 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-20 of 20 holdings