H&H International Investment, LLC — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, H&H International Investment, LLC initiated 8 new positions, increased allocation to 7 existing positions, trimmed 4 positions, and exited 3 positions entirely. The fund's 13F equity book grew from $17.49B to $20.00B (+14.4% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $17.49BPrior quarter
- $20.00BCurrent quarter
- + $2.52BNet delta
- +14.4%% change
New Position Initiations Q1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Allocation Weight | History |
|---|---|---|---|
| TESLA | TSLA | 6.34% | History → |
| UNITEDHEALTH GROUP INC | UNH | 0.81% | History → |
| CIRCLE INTERNET GROUP INC | CRCL | 0.10% | Holders → |
| PALANTIR TECHNOLOGIES INC | PLTR | 0.04% | Holders → |
| SYNOPSYS, INC. | SNPS | 0.02% | Holders → |
| CROWDSTRIKE HLDGS INC | CRWD | 0.02% | Holders → |
| SNOWFLAKE INC | SNOW | 0.01% | Holders → |
| INNODATA INC | INOD | 0.00% | Holders → |
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | +0.24% | +431.63% | History → |
| DISNEY WALT CO | DIS | +0.27% | +112.33% | History → |
| ALPHABET INC | GOOG | +1.99% | +99.74% | History → |
| NVIDIA CORPORATION | NVDA | +4.35% | +91.29% | History → |
| PDD HOLDINGS INC | PDD | +2.61% | +71.18% | History → |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | +1.29% | +27.47% | Holders → |
| MICROSOFT CORP | MSFT | +-0.50% | +18.28% | History → |
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | -1.87% | -87.65% | Holders → |
| TEMPUS AI INC | TEM | -0.03% | -81.82% | Holders → |
| OCCIDENTAL PETROLEUM CORP | OXY | 0.24% | -22.10% | History → |
| APPLE INC | AAPL | -13.58% | -10.55% | History → |
Exited Positions Q1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ALIBABA GROUP HLDG LTD | BABA | 2.15% |
| COREWEAVE INC | CRWV | 0.12% |
| ASML HOLDING NV | ASML | 0.06% |
Methodology & FAQ
How H&H International Investment, LLC Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for H&H International Investment, LLC against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
Which positions did H&H International Investment, LLC initiate in Q1 2026?
H&H International Investment, LLC established 8 new positions in Q1 2026: TESLA (TSLA, 6.34%), UNITEDHEALTH GROUP INC (UNH, 0.81%), CIRCLE INTERNET GROUP INC (CRCL, 0.10%), PALANTIR TECHNOLOGIES INC (PLTR, 0.04%), SYNOPSYS, INC. (SNPS, 0.02%), CROWDSTRIKE HLDGS INC (CRWD, 0.02%), SNOWFLAKE INC (SNOW, 0.01%), INNODATA INC (INOD, 0.00%).
Which existing positions saw the largest allocation increases for H&H International Investment, LLC in Q1 2026?
The largest portfolio-weight increases in existing positions were: CREDO TECHNOLOGY GROUP HOLDI (CRDO, +0.24% weight, +431.63% shares), DISNEY WALT CO (DIS, +0.27% weight, +112.33% shares), ALPHABET INC (GOOG, +1.99% weight, +99.74% shares), NVIDIA CORPORATION (NVDA, +4.35% weight, +91.29% shares), PDD HOLDINGS INC (PDD, +2.61% weight, +71.18% shares), BERKSHIRE HATHAWAY INC DEL (BRK/B, +1.29% weight, +27.47% shares), MICROSOFT CORP (MSFT, +-0.50% weight, +18.28% shares).
Which positions did H&H International Investment, LLC fully exit in Q1 2026?
H&H International Investment, LLC fully exited 3 positions in Q1 2026: ALIBABA GROUP HLDG LTD (BABA, last-reported weight 2.15%), COREWEAVE INC (CRWV, last-reported weight 0.12%), ASML HOLDING NV (ASML, last-reported weight 0.06%).
Which existing positions saw the largest allocation reductions for H&H International Investment, LLC in Q1 2026?
The largest portfolio-weight reductions in positions kept open were: TAIWAN SEMICONDUCTOR MANUFAC (TSM, -1.87% weight, -87.65% shares), TEMPUS AI INC (TEM, -0.03% weight, -81.82% shares), OCCIDENTAL PETROLEUM CORP (OXY, 0.24% weight, -22.10% shares), APPLE INC (AAPL, -13.58% weight, -10.55% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity.