H&H International Investment, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 91.45%, top 10 99.84%, top 20 100.00%. The largest names are AAPL (Apple Inc.) 51.42%, BRK.A (Berkshire Hathaway Inc.) 21.09%, NVDA (NVIDIA Corporation) 7.89%, PDD 7.65%, and GOOGL (Alphabet Inc.) 3.40%, and the largest sector exposures are Information Technology 61.98%, Financials 21.09%, and Consumer Discretionary 9.85%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The latest change list shows AAPL unchanged to 51.42%; BRK.A unchanged to 21.09%; NVDA unchanged to 7.89%. Combined with top 5 91.45%, top 10 99.84%, top 20 100.00%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2025-06-30 (15.09% strategy return, 4.20% benchmark, 10.89% excess, 8.01% turnover), while the weakest was 2023-09-30 (0.69% strategy return, 10.11% benchmark, -9.42% excess, 4.19% turnover). Those periods should be read alongside baseline metrics of return 25.48%, alpha 9.11%, beta 1.05, Sharpe 1.05, Sortino 1.41, and max drawdown -27.84% to judge whether returns came from persistent exposure or a narrow timing window.