H&H International Investment 13F, Q3 2023

Duan Yongping · quarter ending 30 September 2023 · filed 14 November 2023 · SEC CIK 1759760

$13.28B
Filed US book
9
Positions
78.7%
Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q3 2023

Weights are against the whole filed book. Changes are in shares held, against the Q2 2023 filing.

CompanyTickerValue% of bookvs Q2 2023
APPLE INCAAPL$10.45B78.7%unchanged
BERKSHIRE HATHAWAY INC DELBRK/B$1.75B13.2%-12% shares
ALPHABET INCGOOG$708.84M5.3%-4% shares
ALIBABA GROUP HLDG LTDBABA$263.73M2.0%-13% shares
DISNEY WALT CODIS$64.82M0.5%-14% shares
PDD HOLDINGS INCPDD$14.71M0.1%new
JOYY INCJOYY$11.53M0.1%unchanged
MODERNA INCMRNA$10.74M0.1%-26% shares
BANK AMERICA CORPBAC$1.97M0.0%new

What changed since Q2 2023

Against the Q2 2023 filing, H&H International Investment opened 2 new positions, added to 0, trimmed 5, left 2 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.

New positions

Exited

Added to

No position was increased by more than 2%.

Trimmed

  • BRK/B-12%$1.75B
  • GOOG-4%$708.84M
  • BABA-13%$263.73M
  • DIS-14%$64.82M
  • MRNA-26%$10.74M

Other quarters

Source: SEC Form 13F-HR, accession 0001085146-23-004335, filed by H&H International Investment, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.