PaperPanda Fund Terminal
Duan Yongping
H&H International Investment, LLC · CIK: 1759760 · Report Period: 2025-12-31 · Filed: 2026-02-17
Portfolio Concentration
Top 10 holdings by weight — hover for cross-investor insights
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Holdings
Total: $17,488,569,921 · 14 positions
| # | Ticker | Issuer | Class | % of Portfolio | Value ($) | Shares | Activity | Share Change |
|---|---|---|---|---|---|---|---|---|
| 1 |
 AAPL
|
APPLE INC | COM | 50.3% | $8,796,983,713 | 32,358,507 | REDUCE | -2,470,600 |
| 2 |
 BRKB
|
BERKSHIRE HATHAWAY INC DEL | COM | 20.6% | $3,607,114,919 | 7,176,196 | ADD | +1,984,896 |
| 3 |
 NVDA
|
NVIDIA CORPORATION | COM | 7.7% | $1,349,719,150 | 7,237,100 | ADD | +6,639,300 |
| 4 |
 PDD
|
PDD HOLDINGS INC | COM | 7.5% | $1,308,145,733 | 11,536,694 | ADD | +2,962,500 |
| 5 |
 GOOG
|
ALPHABET INC | COM | 3.3% | $582,224,520 | 1,855,400 | ADD | +44,900 |
| 6 |
 OXY
|
OCCIDENTAL PETE CORP | COM | 3.1% | $541,657,312 | 13,172,600 | REDUCE | -383,500 |
| 7 |
 MSFT
|
MICROSOFT CORP | COM | 2.4% | $415,429,580 | 859,000 | ADD | +579,800 |
| 8 |
 BABA
|
ALIBABA GROUP HLDG LTD | COM | 2.1% | $375,318,090 | 2,560,500 | REDUCE | -216,830 |
| 9 |
 TSM
|
TAIWAN SEMICONDUCTOR MFG LTD | COM | 2.1% | $372,078,054 | 1,224,384 | ADD | +964,400 |
| 10 |
 DIS
|
DISNEY WALT CO | COM | 0.5% | $81,004,240 | 712,000 | REDUCE | -11,000 |
| 11 |
 CRWV
|
COREWEAVE INC | COM | 0.1% | $21,475,839 | 299,900 | NEW BUY | +299,900 |
| 12 |
 CRDO
|
CREDO TECHNOLOGY GROUP HOLDI | COM | 0.1% | $20,331,657 | 141,300 | NEW BUY | +141,300 |
| 13 |
 ASML
|
ASML HOLDING N V | COM | 0.1% | $10,591,614 | 9,900 | REDUCE | -70,100 |
| 14 |
 TEM
|
TEMPUS AI INC | COM | 0.0% | $6,495,500 | 110,000 | NEW BUY | +110,000 |
Position Changes
8 quarters available
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | ADD | +579,800 | +207.7% | 859,000 | $415,429,580 |
| 2 | PDD | PDD HOLDINGS INC | ADD | +2,962,500 | +34.6% | 11,536,694 | $1,308,145,733 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | ADD | +964,400 | +370.9% | 1,224,384 | $372,078,054 |
| 4 | CRWV | COREWEAVE INC | NEW BUY | +299,900 | New | 299,900 | $21,475,839 |
| 5 | GOOG | ALPHABET INC | ADD | +44,900 | +2.5% | 1,855,400 | $582,224,520 |
| 6 | TEM | TEMPUS AI INC | NEW BUY | +110,000 | New | 110,000 | $6,495,500 |
| 7 | ASML | ASML HOLDING N V | REDUCE | -70,100 | -87.6% | 9,900 | $10,591,614 |
| 8 | NVDA | NVIDIA CORPORATION | ADD | +6,639,300 | +1110.6% | 7,237,100 | $1,349,719,150 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | ADD | +1,984,896 | +38.2% | 7,176,196 | $3,607,114,919 |
| 10 | BABA | ALIBABA GROUP HLDG LTD | REDUCE | -216,830 | -7.8% | 2,560,500 | $375,318,090 |
| 11 | AAPL | APPLE INC | REDUCE | -2,470,600 | -7.1% | 32,358,507 | $8,796,983,713 |
| 12 | OXY | OCCIDENTAL PETE CORP | REDUCE | -383,500 | -2.8% | 13,172,600 | $541,657,312 |
| 13 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | NEW BUY | +141,300 | New | 141,300 | $20,331,657 |
| 14 | DIS | DISNEY WALT CO | REDUCE | -11,000 | -1.5% | 712,000 | $81,004,240 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | REDUCE | -88,500 | -1.0% | 8,574,194 | $1,133,251,221 |
| 2 | GOOG | ALPHABET INC | REDUCE | -134,900 | -6.9% | 1,810,500 | $440,947,275 |
| 3 | ASML | ASML HOLDING N V | NEW BUY | +80,000 | New | 80,000 | $77,447,200 |
| 4 | NVDA | NVIDIA CORPORATION | REDUCE | -367,000 | -38.0% | 597,800 | $111,537,524 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | ADD | +1,810,000 | +53.5% | 5,191,300 | $2,609,874,162 |
| 6 | BABA | ALIBABA GROUP HLDG LTD | REDUCE | -968,900 | -25.9% | 2,777,330 | $496,392,191 |
| 7 | AAPL | APPLE INC | REDUCE | -289,500 | -0.8% | 34,829,107 | $8,868,535,515 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | REDUCE | -20,000 | -6.7% | 279,200 | $138,876,872 |
| 2 | PDD | PDD HOLDINGS INC | ADD | +908,794 | +11.7% | 8,662,694 | $906,637,554 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | REDUCE | -11,808 | -4.3% | 259,984 | $58,883,776 |
| 4 | GOOG | ALPHABET INC | ADD | +834,800 | +75.2% | 1,945,400 | $345,094,506 |
| 5 | - | MODERNA INC | SOLD | -83,000 | Exit | - | - |
| 6 | NVDA | NVIDIA CORPORATION | ADD | +319,700 | +49.6% | 964,800 | $152,428,752 |
| 7 | BABA | ALIBABA GROUP HLDG LTD | REDUCE | -235,900 | -5.9% | 3,746,230 | $424,859,944 |
| 8 | AAPL | APPLE INC | ADD | +894,426 | +2.6% | 35,118,607 | $7,205,284,598 |
| 9 | OXY | OCCIDENTAL PETE CORP | REDUCE | -270,000 | -2.0% | 13,556,100 | $569,491,761 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | NEW BUY | +299,200 | New | 299,200 | $112,316,688 |
| 2 | PDD | PDD HOLDINGS INC | ADD | +525,200 | +7.3% | 7,753,900 | $917,674,065 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | NEW BUY | +271,792 | New | 271,792 | $45,117,472 |
| 4 | GOOG | ALPHABET INC | REDUCE | -2,655,900 | -70.5% | 1,110,600 | $173,509,038 |
| 5 | - | MODERNA INC | REDUCE | -80,000 | -49.1% | 83,000 | $2,353,050 |
| 6 | NVDA | NVIDIA CORPORATION | NEW BUY | +645,100 | New | 645,100 | $69,915,938 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | REDUCE | -239,800 | -6.6% | 3,381,300 | $1,800,812,754 |
| 8 | BABA | ALIBABA GROUP HLDG LTD | REDUCE | -1,468,700 | -26.9% | 3,982,130 | $526,557,050 |
| 9 | AAPL | APPLE INC | REDUCE | -6,640,396 | -16.2% | 34,224,181 | $7,602,217,326 |
| 10 | OXY | OCCIDENTAL PETE CORP | ADD | +249,100 | +1.8% | 13,826,100 | $682,456,296 |
| 11 | DIS | DISNEY WALT CO | REDUCE | -23,000 | -3.1% | 723,000 | $71,360,100 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | - | MODERNA INC | ADD | +65,300 | +66.8% | 163,000 | $6,777,540 |
| 2 | PDD | PDD HOLDINGS INC | ADD | +3,321,100 | +85.0% | 7,228,700 | $701,111,613 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | REDUCE | -161,000 | -4.3% | 3,621,100 | $1,641,372,208 |
| 4 | BABA | ALIBABA GROUP HLDG LTD | ADD | +7,100 | +0.1% | 5,450,830 | $462,175,876 |
| 5 | AAPL | APPLE INC | REDUCE | -11,904,578 | -22.6% | 40,864,577 | $10,233,307,372 |
| 6 | OXY | OCCIDENTAL PETE CORP | ADD | +4,353,300 | +47.2% | 13,577,000 | $670,839,570 |
| 7 | GOOG | ALPHABET INC | REDUCE | -1,299,800 | -25.7% | 3,766,500 | $717,292,260 |
| 8 | DIS | DISNEY WALT CO | REDUCE | -2,500 | -0.3% | 746,000 | $83,067,100 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | - | MODERNA INC | REDUCE | -43,000 | -30.6% | 97,700 | $6,529,291 |
| 2 | PDD | PDD HOLDINGS INC | ADD | +3,804,600 | +3693.8% | 3,907,600 | $526,783,556 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | REDUCE | -117,000 | -3.0% | 3,782,100 | $1,740,749,346 |
| 4 | BABA | ALIBABA GROUP HLDG LTD | REDUCE | -863,100 | -13.7% | 5,443,730 | $577,688,628 |
| 5 | AAPL | APPLE INC | REDUCE | -11,155,100 | -17.5% | 52,769,155 | $12,295,213,115 |
| 6 | OXY | OCCIDENTAL PETE CORP | ADD | +7,680,598 | +497.7% | 9,223,700 | $475,389,498 |
| 7 | - | BANK AMERICA CORP | SOLD | -107,900 | Exit | - | - |
| 8 | GOOG | ALPHABET INC | ADD | +40,300 | +0.8% | 5,066,300 | $847,034,697 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | REDUCE | -7,000 | -6.4% | 103,000 | $13,693,850 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | REDUCE | -193,100 | -4.7% | 3,899,100 | $1,586,153,880 |
| 3 | BABA | ALIBABA GROUP HLDG LTD | ADD | +461,500 | +7.9% | 6,306,830 | $454,091,760 |
| 4 | AAPL | APPLE INC | REDUCE | -658,838 | -1.0% | 63,924,255 | $13,463,726,588 |
| 5 | OXY | OCCIDENTAL PETE CORP | ADD | +408,200 | +36.0% | 1,543,102 | $97,261,719 |
| 6 | - | BANK AMERICA CORP | REDUCE | -1,800 | -1.6% | 107,900 | $4,291,183 |
| 7 | GOOG | ALPHABET INC | REDUCE | -100,000 | -2.0% | 5,026,000 | $921,868,920 |
| 8 | DIS | DISNEY WALT CO | REDUCE | -1,200 | -0.2% | 748,500 | $74,318,565 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | - | MODERNA INC | ADD | +200 | +0.1% | 140,700 | $14,992,992 |
| 2 | PDD | PDD HOLDINGS INC | NEW BUY | +110,000 | New | 110,000 | $12,787,500 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | REDUCE | -654,102 | -13.8% | 4,092,200 | $1,720,851,944 |
| 4 | BABA | ALIBABA GROUP HLDG LTD | ADD | +886,100 | +17.9% | 5,845,330 | $422,968,079 |
| 5 | AAPL | APPLE INC | ADD | +4,860,022 | +8.1% | 64,583,093 | $11,074,708,788 |
| 6 | OXY | OCCIDENTAL PETE CORP | ADD | +694,802 | +157.9% | 1,134,902 | $73,757,281 |
| 7 | GOOG | ALPHABET INC | REDUCE | -250,100 | -4.7% | 5,126,000 | $780,484,760 |
| 8 | - | JOYY INC | SOLD | -299,900 | Exit | - | - |
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