13F filing recap · Q2 2025

What did H&H International Investment, LLC buy in Q2 2025?

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

Stock value

$11.53B

Positions

Estimated turnover

4.5%

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 exited Moderna entirely. It added to Apple, Pdd Holdings, Alphabet, and Nvidia, with the Alphabet and Nvidia increases standing out as substantial. It trimmed Occidental Petroleum, Alibaba, Microsoft, and Taiwan Semiconductor.

Increased positions

AAPLApple Inc.$7.21Breported value+894.4K shares+2.6%PDDPdd Holdings Inc.$906.64Mreported value+908.8K shares+11.7%GOOGAlphabet Inc.$345.09Mreported value+834.8K shares+75.2%NVDANvidia Corp$152.43Mreported value+319.7K shares+49.6%

Reduced positions

OXYOccidental Petroleum Corporation$569.49Mreported value-270.0K shares-2.0%BABAAlibaba Group Holding Limited$424.86Mreported value-235.9K shares-5.9%MSFTMicrosoft Corporation$138.88Mreported value-20.0K shares-6.7%TSMTaiwan Semiconductor Manufacturing$58.88Mreported value-11.8K shares

Exited positions

MRNAModerna, Inc.$2.35Mprior reported value-83.0K shares-100.0%