H&H International Investment, LLC 13F: Quarter-over-Quarter Portfolio Changes
H&H International Investment, LLC reported a disclosed portfolio value of approximately $20.0 billion in its latest SEC Form 13F-HR filing for Q1 2026, up 14.4% quarter on quarter. Over the quarter, the family office initiated 8 new positions, bought more shares in 7 holdings, trimmed 4 holdings, and exited 3 positions.
H&H International Investment, LLC's top buy was a new stake in Tesla (TSLA) , equal to 6.3% of the disclosed portfolio. Its top sell was Alibaba Grp-Adr (BABA) . The family office exited the position completely after it had accounted for 2.1% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| TESLA | TSLA | 6.3% | History → |
| UNITEDHEALTH GROUP | UNH | 0.8% | History → |
| CIRCLE INTERNET GROUP INC | CRCL | 0.1% | Holders → |
| PALANTIR TECHNOLOGIES INC | PLTR | 0.0% | Holders → |
| SYNOPSYS INC | SNPS | 0.0% | Holders → |
| CROWDSTRIKE HLDGS INC | CRWD | 0.0% | Holders → |
| SNOWFLAKE INC | SNOW | 0.0% | Holders → |
| INNODATA INC | INOD | 0.0% | Holders → |
Top BuysQ1 2026
The family office's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | +0.2% | +431.6% | History → |
| DISNEY WALT CO | DIS | +0.3% | +112.3% | History → |
| ALPHABET CL C | GOOG | +2.0% | +99.7% | History → |
| NVIDIA CORPORATION COM | NVDA | +4.4% | +91.3% | History → |
| PDD HOLDINGS INC | PDD | +2.6% | +71.2% | History → |
| BERKSHIRE HATHAWAY B | BRK/B | +1.3% | +27.5% | — |
| MICROSOFT | MSFT | +-0.5% | +18.3% | History → |
Top SellsQ1 2026
The family office's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| TAIWAN SEMIC-ADR | TSM | -1.9% | 87.7% | Holders → |
| TEMPUS AI INC | TEM | -0.0% | 81.8% | Holders → |
| OCCIDENTAL PETROLEUM CORP | OXY | 0.2% | 22.1% | History → |
| APPLE | AAPL | -13.6% | 10.5% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ALIBABA GRP-ADR | BABA | 2.1% |
| COREWEAVE INC | CRWV | 0.1% |
| ASML HLDG NV | ASML | 0.1% |
Net Portfolio Value ChangeQ1 2026
- $17.5BPrior quarter
- $20.0BCurrent quarter
- +$2.5BNet delta
- +14.4%% change
Methodology & FAQ
How H&H International Investment, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for H&H International Investment, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did H&H International Investment, LLC buy in Q1 2026?
In Q1 2026, H&H International Investment, LLC initiated 8 new positions (TESLA (TSLA), UNITEDHEALTH GROUP (UNH), CIRCLE INTERNET GROUP INC (CRCL), PALANTIR TECHNOLOGIES INC (PLTR), SYNOPSYS INC (SNPS), CROWDSTRIKE HLDGS INC (CRWD), SNOWFLAKE INC (SNOW), INNODATA INC (INOD)); bought more shares of CREDO TECHNOLOGY GROUP HOLDI (CRDO), DISNEY WALT CO (DIS), ALPHABET CL C (GOOG), NVIDIA CORPORATION COM (NVDA), PDD HOLDINGS INC (PDD) — the largest 5 of 7 adds.
What stocks did H&H International Investment, LLC sell in Q1 2026?
In Q1 2026, H&H International Investment, LLC fully sold 3 positions (ALIBABA GRP-ADR (BABA), COREWEAVE INC (CRWV), ASML HLDG NV (ASML)); reduced holdings in TAIWAN SEMIC-ADR (TSM), TEMPUS AI INC (TEM), OCCIDENTAL PETROLEUM CORP (OXY), APPLE (AAPL).
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, 6.3%), UNITEDHEALTH GROUP (UNH, 0.8%), CIRCLE INTERNET GROUP INC (CRCL, 0.1%), PALANTIR TECHNOLOGIES INC (PLTR, 0.0%), SYNOPSYS INC (SNPS, 0.0%), CROWDSTRIKE HLDGS INC (CRWD, 0.0%), SNOWFLAKE INC (SNOW, 0.0%), INNODATA INC (INOD, 0.0%).
Which existing positions saw the largest allocation increases for H&H International Investment, LLC in Q1 2026?
Of 7 existing positions with share-count increases in Q1 2026, the largest were: CREDO TECHNOLOGY GROUP HOLDI (CRDO, +0.2% weight, +431.6% shares), DISNEY WALT CO (DIS, +0.3% weight, +112.3% shares), ALPHABET CL C (GOOG, +2.0% weight, +99.7% shares), NVIDIA CORPORATION COM (NVDA, +4.4% weight, +91.3% shares), PDD HOLDINGS INC (PDD, +2.6% weight, +71.2% shares), BERKSHIRE HATHAWAY B (BRK/B, +1.3% weight, +27.5% shares), MICROSOFT (MSFT, +-0.5% weight, +18.3% 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 GRP-ADR (BABA, last-reported weight 2.1%), COREWEAVE INC (CRWV, last-reported weight 0.1%), ASML HLDG NV (ASML, last-reported weight 0.1%).
Which existing positions saw the largest allocation reductions for H&H International Investment, LLC in Q1 2026?
Of 4 existing positions with share-count reductions in Q1 2026, the largest were: TAIWAN SEMIC-ADR (TSM, -1.9% weight, -87.7% shares), TEMPUS AI INC (TEM, -0.0% weight, -81.8% shares), OCCIDENTAL PETROLEUM CORP (OXY, 0.2% weight, -22.1% shares), APPLE (AAPL, -13.6% weight, -10.5% 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. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.