13F filing recap · Q1 2025

What did H&H International Investment, LLC buy in Q1 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$12.00B

Positions

Estimated turnover

19.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

H&H International Investment opened new positions in Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. It trimmed Apple and Alibaba, while substantially reducing Alphabet and Moderna. The firm also made slight decreases to Berkshire Hathaway and Walt Disney, and slightly increased Pdd Holdings and Occidental Petroleum.

New positions

MSFTMicrosoft Corporation$112.32Mreported value+299.2K shares NVDANvidia Corp$69.92Mreported value+645.1K shares TSMTaiwan Semiconductor Manufacturing$45.12Mreported value+271.8K shares

Increased positions

PDDPdd Holdings Inc.$917.67Mreported value+525.2K shares+7.3%OXYOccidental Petroleum Corporation$682.46Mreported value+249.1K shares+1.8%

Reduced positions

AAPLApple Inc.$7.60Breported value-6.64M shares-16.2%BRK.BBerkshire Hathaway Inc$1.80Breported value-239.8K shares-6.6%BABAAlibaba Group Holding Limited$526.56Mreported value-1.47M shares-26.9%GOOGAlphabet Inc.$173.51Mreported value-2.66M shares