2026 Q1 Portfolio Activity
In 2026 Q1, H&H International Investment, LLC maintained a portfolio of 22 distinct positions. The most significant new addition was TESLA INC, now representing 6.34% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 91.3%. Conversely, H&H International Investment, LLC completely exited their position in ALIBABA GROUP HLDG LTD.
Position History
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Total Positions
22
Quarter
2026 Q1
Top Holding
AAPL (36.7%)
Top 10 Concentration
99.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
H&H International Investment, LLC Full Holdings List — 2026 Q1
| 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 | 36.72% | 50.30% |
#1
Prev: #1
|
6.5 |
—
|
-3,412,900 | -10.5% |
P
S
|
28,945,607 | $7,346,105,601 |
$124.87
+166.4%
|
2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | ||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 21.91% | 20.63% |
#2
Prev: #2
|
8.0 |
—
|
1,971,600 | 27.5% |
P
S
|
9,147,796 | $4,383,623,843 |
$302.61
+63.6%
|
2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 12.07% | 7.72% |
#3
Prev: #3
|
8.0 |
—
|
6,606,675 | 91.3% |
P
S
|
13,843,775 | $2,414,354,360 |
$176.48
+17.2%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | ||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 10.09% | 7.48% |
#4
Prev: #4
|
7.5 |
—
|
8,211,600 | 71.2% |
P
S
|
19,748,294 | $2,017,880,681 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 6.34% | — |
#5
Prev: #—
|
6.5 |
—
|
3,408,900 | — |
NEW
|
3,408,900 | $1,267,258,575 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 5.31% | 3.33% |
#6
1
Prev: #5
|
5.1 |
—
|
1,850,600 | 99.7% |
P
S
|
3,706,000 | $1,063,103,160 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 3.33% | 3.10% |
#7
1
Prev: #6
|
1.3 |
—
|
-2,911,100 | -22.1% |
P
S
|
10,261,500 | $666,997,500 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.88% | 2.38% |
#8
1
Prev: #7
|
2.8 |
—
|
157,000 | 18.3% |
P
S
|
1,016,000 | $376,092,720 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.81% | — |
#9
Prev: #—
|
3.8 |
—
|
601,400 | — |
NEW
|
601,400 | $162,732,826 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.73% | 0.46% |
#10
Prev: #10
|
3.3 |
—
|
799,800 | 112.3% |
P
S
|
1,511,800 | $145,707,284 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 0.35% | 0.12% |
#11
1
Prev: #12
|
3.1 |
—
|
609,900 | 431.6% |
P
S
|
751,200 | $70,515,144 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.26% | 2.13% |
#12
3
Prev: #9
|
0.1 |
—
|
-1,073,184 | -87.7% |
P
S
|
151,200 | $51,098,040 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 0.10% | — |
#13
Prev: #—
|
3.5 |
—
|
200,000 | — |
NEW
|
200,000 | $19,082,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.04% | — |
#14
Prev: #—
|
3.5 |
—
|
60,000 | — |
NEW
|
60,000 | $8,776,800 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.02% | — |
#15
Prev: #—
|
3.5 |
—
|
10,000 | — |
NEW
|
10,000 | $3,964,800 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.02% | — |
#16
Prev: #—
|
3.5 |
—
|
10,000 | — |
NEW
|
10,000 | $3,904,100 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.01% | — |
#17
Prev: #—
|
3.5 |
—
|
10,000 | — |
NEW
|
10,000 | $1,508,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 0.00% | 0.04% |
#18
4
Prev: #14
|
0.0 |
—
|
-90,000 | -81.8% |
P
S
|
20,000 | $904,400 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
INOD
INNODATA INC
|
Technology | 0.00% | — |
#19
Prev: #—
|
3.5 |
—
|
10,000 | — |
NEW
|
10,000 | $386,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.00% | 0.06% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-9,900 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
CRWV
COREWEAVE INC
|
Technology | 0.00% | 0.12% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-299,900 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.00% | 2.15% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-2,560,500 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-19 |
Showing 1-22 of 22 holdings