H&H International Investment, LLC

Q1 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
11
Total value ($000)
$12,004,290
Net value change ($000)
-2,511,654 (-17.3%)
New positions
3
Sold out positions
0
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PDD 216,562 30.9%
BRK-B 159,441 9.7%
MSFT 112,317 NEW
NVDA 69,916 NEW
BABA 64,381 13.9%
TSM 45,117 NEW
OXY 11,616 1.7%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,631,090 -25.7%
GOOGL -543,783 -75.8%
DIS -11,707 -14.1%
MRNA -4,425 -65.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type