H&H International Investment, LLC

Q4 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$17,488,570
Net value change ($000)
+2,810,053 (19.1%)
New positions
3
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
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)
NVDA 1,238,181 1110.1%
BRK-B 997,241 38.2%
TSM 299,467 412.4%
MSFT 270,818 187.3%
PDD 174,895 15.4%
GOOGL 141,278 32.0%
CRWV 21,476 NEW
CRDO 20,332 NEW
TEM 6,496 NEW
Top Reduces (Value $000, Stocks/ETFs)
BABA -121,074 -24.4%
OXY -98,869 -15.4%
AAPL -71,552 -0.8%
ASML -66,855 -86.3%
DIS -1,780 -2.2%
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