Data as of Q4 2025 (Dec 31, 2025)

H&H International Investment, LLC

โ€ขCIK: 1759760โ€ขFiling: Q4 2025

H&H International Investment, LLC, managed by the seasoned duo of Harry and Helen, is known for its concentrated, high-conviction strategy, with 50.3% of its $17.5 billion AUM in AAPL. Recently, the fund has made notable shifts, adding NVDA with a 1,110% increase and TSM with a 412% rise, while significantly reducing its ASML position by 86%.

Total AUM
$17.5B
QoQ Performance
+19.1%
Positions
14
Top 10 Concentration
99.7%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
BRK/B
NVDA
PDD
AAPL50.3%
BRK/B20.6%
NVDA7.7%
PDD7.5%
GOOG3.3%
OXY3.1%
MSFT2.4%
BABA2.1%

๐Ÿ“ˆ Biggest Buys

NVDA
NVIDIA CORPORATION
+1110.6%
7.7% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
+38.2%
20.6% of portfolio
PDD
PDD HOLDINGS INC
+34.6%
7.5% of portfolio
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+370.9%
2.1% of portfolio
MSFT
MICROSOFT CORP
+207.7%
2.4% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-7.1%
50.3% of portfolio
ASML
ASML HOLDING N V
-87.6%
0.1% of portfolio
BABA
ALIBABA GROUP HLDG LTD
-7.8%
2.1% of portfolio
OXY
OCCIDENTAL PETE CORP
-2.8%
3.1% of portfolio
DIS
DISNEY WALT CO
-1.5%
0.5% of portfolio

Sector Breakdown

Technology63.7%
Financial20.6%
Other12.1%
Energy3.1%
Communication0.5%

Changes from Q3 2025

NEW3 new positions
โ†‘6 increased
โ†“5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023