H&H International Investment portfolio
Concentrated managerFamily officePortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
H&H International Investment reported a $19.1 bn portfolio of 18 positions to the SEC as of the end of Q2 2026. Its largest positions are AAPL, BRK/B, PDD.
Sections with a free account
What changed this quarter
11 positions with a change (1 new, 2 added to, 6 trimmed, 2 sold). 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- NVIDIA−55%fewer sharesReduced12.1% → 6.6%
- Alphabet−47%fewer sharesReduced5.3% → 3.6%
- Apple−6.4%fewer sharesReduced36.7% → 41.1%
- PDD Holdings+27%more sharesIncreased10.1% → 10.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL41.1%
- Berkshire HathawayBRK/B24.2%
- PDD HoldingsPDD10.0%
- TeslaTSLA7.4%
- NVIDIANVDA6.6%
- AlphabetGOOG3.6%
- Occidental PetroleumOXY2.6%
- MicrosoftMSFT1.5%
- Credo Technology Group HoldingCRDO1.0%
- UnitedHealth GroupUNH0.9%
- Walt DisneyDIS0.9%
- Alibaba Group HoldingBABA0.2%
- Circle Internet GroupCRCL0.1%
- Palantir TechnologiesPLTRunder 0.1%
- SynopsysSNPSunder 0.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 50%
- ● Financials 24%
- ● Consumer Discretionary 18%
- ● Communication Services 5%
- ● Energy 3%
- ● Health Care 1%
How its portfolio changed (8 quarters)
Q2 2026: 18
Q2 2026: 99%
Q2 2026: 8.4%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q4 2024 ↗filed Feb 14, 2025Amendment of Feb 14, 2025 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Family office, per its Form ADV of Sep 17, 2026 (medium confidence).
The data, as reported: H&H INTERNATIONAL INVESTMENT, LLC (CRD 292451): 5.D assets by client type: high net worth 53%, corporations 32%, pooled vehicles 15% (of $25.5 bn); 5.F 12 accounts, 0% non-discretionary; 5.D 2 clients, 0 individuals: few clients and few accounts
The type comes from a rule applied to that data. If it looks wrong, tell us.
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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