H&H International Investment, LLC 13F: Quarter-over-Quarter Portfolio Changes
H&H International Investment, LLC reported a disclosed portfolio value of approximately $19.1 billion in its latest SEC Form 13F-HR filing for Q2 2026, down 4.5% quarter on quarter. Over the quarter, the family office initiated 1 new position, bought more shares in 3 holdings, trimmed 7 holdings, and exited 2 positions.
H&H International Investment, LLC's top buy was a new stake in Alibaba Group Hldg LTD (BABA) , equal to 0.2% of the disclosed portfolio. Its top sell was Nvidia Corporation (NVDA) . The family office sold 54.6% of its previously reported shares, reducing the position's portfolio weight by 5.5 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| ALIBABA GROUP HLDG LTD | BABA | 0.2% | Holders → |
Top BuysQ2 2026
The family office's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| PDD HOLDINGS INC | PDD | +-0.1% | +26.7% | History → |
| DISNEY WALT CO | DIS | +0.1% | +12.9% | History → |
| BERKSHIRE HATHAWAY INC CL B | BRK/B | +2.3% | +0.9% | – |
Top SellsQ2 2026
The family office's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | -5.5% | 54.6% | History → |
| ALPHABET INC | GOOG | -1.7% | 46.9% | History → |
| UNITEDHEALTH GROUP INC | UNH | 0.1% | 33.6% | History → |
| MICROSOFT CORP | MSFT | -0.4% | 25.8% | History → |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | 0.6% | 6.7% | History → |
| APPLE INC | AAPL | 4.3% | 6.4% | History → |
| TESLA INC | TSLA | 1.1% | 0.8% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | 0.3% |
| CROWDSTRIKE HLDGS INC | CRWD | 0.0% |
Net Portfolio Value ChangeQ2 2026
- $20.0BPrior quarter
- $19.1BCurrent quarter
- $-0.9BNet delta
- -4.5%% 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 Q2 2026?
In Q2 2026, H&H International Investment, LLC initiated 1 new position (ALIBABA GROUP HLDG LTD (BABA)); bought more shares of PDD HOLDINGS INC (PDD), DISNEY WALT CO (DIS), BERKSHIRE HATHAWAY INC CL B (BRK/B).
What stocks did H&H International Investment, LLC sell in Q2 2026?
In Q2 2026, H&H International Investment, LLC fully sold 2 positions (TAIWAN SEMICONDUCTOR MANUFAC (TSM), CROWDSTRIKE HLDGS INC (CRWD)); reduced holdings in NVIDIA CORPORATION (NVDA), ALPHABET INC (GOOG), UNITEDHEALTH GROUP INC (UNH), MICROSOFT CORP (MSFT), CREDO TECHNOLOGY GROUP HOLDI (CRDO) (the largest 5 of 7 reductions).
Which positions did H&H International Investment, LLC initiate in Q2 2026?
H&H International Investment, LLC established 1 new position in Q2 2026: ALIBABA GROUP HLDG LTD (BABA, 0.2%).
Which existing positions saw the largest allocation increases for H&H International Investment, LLC in Q2 2026?
Of 3 existing positions with share-count increases in Q2 2026, the largest were: PDD HOLDINGS INC (PDD, +-0.1% weight, +26.7% shares), DISNEY WALT CO (DIS, +0.1% weight, +12.9% shares), BERKSHIRE HATHAWAY INC CL B (BRK/B, +2.3% weight, +0.9% shares).
Which positions did H&H International Investment, LLC fully exit in Q2 2026?
H&H International Investment, LLC fully exited 2 positions in Q2 2026: TAIWAN SEMICONDUCTOR MANUFAC (TSM, last-reported weight 0.3%), CROWDSTRIKE HLDGS INC (CRWD, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for H&H International Investment, LLC in Q2 2026?
Of 7 existing positions with share-count reductions in Q2 2026, the largest were: NVIDIA CORPORATION (NVDA, -5.5% weight, -54.6% shares), ALPHABET INC (GOOG, -1.7% weight, -46.9% shares), UNITEDHEALTH GROUP INC (UNH, 0.1% weight, -33.6% shares), MICROSOFT CORP (MSFT, -0.4% weight, -25.8% shares), CREDO TECHNOLOGY GROUP HOLDI (CRDO, 0.6% weight, -6.7% shares), APPLE INC (AAPL, 4.3% weight, -6.4% shares), TESLA INC (TSLA, 1.1% weight, -0.8% 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.