H&H International Investment 13F, Q1 2025
Duan Yongping · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1759760
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| APPLE INC | AAPL | $7.60B | 63.3% | -16% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $1.80B | 15.0% | -7% shares |
| PDD HOLDINGS INC | PDD | $917.67M | 7.6% | +7% shares |
| OCCIDENTAL PETE CORP | OXY | $682.46M | 5.7% | unchanged |
| ALIBABA GROUP HLDG LTD | BABA | $526.56M | 4.4% | -27% shares |
| ALPHABET INC | GOOG | $173.51M | 1.4% | -71% shares |
| MICROSOFT CORP | MSFT | $112.32M | 0.9% | new |
| DISNEY WALT CO | DIS | $71.36M | 0.6% | -3% shares |
| NVIDIA CORPORATION | NVDA | $69.92M | 0.6% | new |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $45.12M | 0.4% | new |
| MODERNA INC | MRNA | $2.35M | 0.0% | -49% shares |
What changed since Q4 2024
Against the Q4 2024 filing, H&H International Investment opened 3 new positions, added to 1, trimmed 6, left 1 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001085146-25-003301, 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.
