H&H International Investment, LLC Long-Term Concentrated

Name: H&H International Investment, LLC Q1 2026 13F Filing | 13F Explorer
Creator: H&H International Investment, LLC
Published: 2026-05-19

Location: Palo Alto, CA

CIK: 0001759760 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 19, 2026

Total Value: $20B (100.0% shares, 0.0% debt)

Holdings (19)

New Positions (8)

TSLA TESLA INC 6.3%

Value $1.267B Shares 3,408,900 Est. Cost $425.98 Unrealized 0.0%

UNH UNITEDHEALTH GROUP INC 0.8%

Value $163M Shares 601,400 Est. Cost $308.69 Unrealized 0.0%

CRCL CIRCLE INTERNET GROUP INC 0.1%

Value $19.08M Shares 200,000 Est. Cost $69.72 Unrealized 0.0%

PLTR PALANTIR TECHNOLOGIES INC 0.0%

Value $8.777M Shares 60,000 Est. Cost $154.17 Unrealized 0.0%

SNPS SYNOPSYS INC 0.0%

Value $3.965M Shares 10,000 Est. Cost $471.68 Unrealized 0.0%

CRWD CROWDSTRIKE HLDGS INC 0.0%

Value $3.904M Shares 10,000 Est. Cost $431.12 Unrealized 0.0%

SNOW SNOWFLAKE INC 0.0%

Value $1.508M Shares 10,000 Est. Cost $194.49 Unrealized 0.0%

INOD INNODATA INC 0.0%

Value $386K Shares 10,000 Est. Cost $53.93 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	3,408,900	$1.267B	6.3%	$425.98	0.0%	COM	88160R101
UNH	UNITEDHEALTH GROUP INC	601,400	$163M	0.8%	$308.69	0.0%	COM	91324P102
CRCL	CIRCLE INTERNET GROUP INC	200,000	$19.08M	0.1%	$69.72	0.0%	COM CL A	172573107
PLTR	PALANTIR TECHNOLOGIES INC	60,000	$8.777M	0.0%	$154.17	0.0%	CL A	69608A108
SNPS	SYNOPSYS INC	10,000	$3.965M	0.0%	$471.68	0.0%	COM	871607107
CRWD	CROWDSTRIKE HLDGS INC	10,000	$3.904M	0.0%	$431.12	0.0%	CL A	22788C105
SNOW	SNOWFLAKE INC	10,000	$1.508M	0.0%	$194.49	0.0%	COM SHS	833445109
INOD	INNODATA INC	10,000	$386K	0.0%	$53.93	0.0%	COM NEW	457642205

Increased Positions (7)

NVDA NVIDIA CORPORATION 12.1%

Value $2.414B (+78.9%) Shares 13,843,775 (+91.3%) Est. Cost $183.79 Unrealized +1.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 21.9%

Value $4.384B (+21.5%) Shares 9,147,796 (+27.5%) Est. Cost $381.54 Unrealized +29.3%

PDD PDD HOLDINGS INC 10.1%

Value $2.018B (+54.3%) Shares 19,748,294 (+71.2%) Est. Cost $109.83 Unrealized —

GOOG ALPHABET INC 5.3%

Value $1.063B (+82.6%) Shares 3,706,000 (+99.7%) Est. Cost $229.93 Unrealized +40.8%

DIS DISNEY WALT CO 0.7%

Value $146M (+79.9%) Shares 1,511,800 (+112.3%) Est. Cost $117.02 Unrealized -6.5%

CRDO CREDO TECHNOLOGY GROUP HOLDI 0.4%

Value $70.52M (+246.8%) Shares 751,200 (+431.6%) Est. Cost $135.55 Unrealized -3.1%

MSFT MICROSOFT CORP 1.9%

Value $376M (-9.5%) Shares 1,016,000 (+18.3%) Est. Cost $464.14 Unrealized -6.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	13,843,775 (+91.3%)	$2.414B (+78.9%)	12.1%	$183.79	+1.5%	COM	67066G104
BRK/B	BERKSHIRE HATHAWAY INC DEL	9,147,796 (+27.5%)	$4.384B (+21.5%)	21.9%	$381.54	+29.3%	CL B NEW	084670702
PDD	PDD HOLDINGS INC	19,748,294 (+71.2%)	$2.018B (+54.3%)	10.1%	$109.83	—	SPONSORED ADS	722304102
GOOG	ALPHABET INC	3,706,000 (+99.7%)	$1.063B (+82.6%)	5.3%	$229.93	+40.8%	CAP STK CL C	02079K107
DIS	DISNEY WALT CO	1,511,800 (+112.3%)	$146M (+79.9%)	0.7%	$117.02	-6.5%	COM	254687106
CRDO	CREDO TECHNOLOGY GROUP HOLDI	751,200 (+431.6%)	$70.52M (+246.8%)	0.4%	$135.55	-3.1%	ORDINARY SHARES	G25457105
MSFT	MICROSOFT CORP	1,016,000 (+18.3%)	$376M (-9.5%)	1.9%	$464.14	-6.4%	COM	594918104

Exited Positions (3)

BABA ALIBABA GROUP HLDG LTD 1.9%

Value $375M Shares 2,560,500 Est. Cost $115.23 Unrealized —

CRWV COREWEAVE INC 0.1%

Value $21.48M Shares 299,900 Est. Cost $101.39 Unrealized -9.8%

ASML ASML HOLDING N V 0.1%

Value $10.59M Shares 9,900 Est. Cost $968.09 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	2,560,500	$375M	1.9%	$115.23	—	—	01609W102
CRWV	COREWEAVE INC	299,900	$21.48M	0.1%	$101.39	-9.8%	—	21873S108
ASML	ASML HOLDING N V	9,900	$10.59M	0.1%	$968.09	—	—	N07059210

Decreased Positions (4)

AAPL APPLE INC 36.7%

Value $7.346B (-16.5%) Shares 28,945,607 (-10.5%) Est. Cost $133.30 Unrealized +97.2%

TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%

Value $51.1M (-86.3%) Shares 151,200 (-87.7%) Est. Cost $274.61 Unrealized —

OXY OCCIDENTAL PETE CORP 3.3%

Value $667M (+23.1%) Shares 10,261,500 (-22.1%) Est. Cost $53.73 Unrealized -15.4%

TEM TEMPUS AI INC 0.0%

Value $904K (-86.1%) Shares 20,000 (-81.8%) Est. Cost $78.23 Unrealized -21.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	28,945,607 (-10.5%)	$7.346B (-16.5%)	36.7%	$133.30	+97.2%	COM	037833100
TSM	TAIWAN SEMICONDUCTOR MANUFAC	151,200 (-87.7%)	$51.1M (-86.3%)	0.3%	$274.61	—	SPONSORED ADS	874039100
OXY	OCCIDENTAL PETE CORP	10,261,500 (-22.1%)	$667M (+23.1%)	3.3%	$53.73	-15.4%	COM	674599105
TEM	TEMPUS AI INC	20,000 (-81.8%)	$904K (-86.1%)	0.0%	$78.23	-21.7%	CL A	88023B103