Mingdom Alpha
as of 2026-09-30
Report date
2026-09-30
Web data generated
2026-09-30 1:41 PM PDT
Alpha report generated
2026-09-30 1:41 PM PDT
Alpha web build revision f0e5a86caf26Alpha web package 20260930T204336686069Z-735cc190e1b4
Manager

H&H International Investment

Scorecard

Manager quality

Rank
17
Grade
A
Signal
73.7
Evidence
deep
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
Components

Score ingredients

AUM$19.1B
Holdings18
Quality score78.4
Filing signal66.6
90d excess return0.3%
3y excess return-1.2%
Top20 concentration100.0%
Turnover5.2%
Notesnone
Latest reported book

Top holdings

TickerIssuerValueWeightSharesType
AAPLAPPLE INC$7.8B41.1%27,098,707Common
BRKBBERKSHIRE HATHAWAY INC DEL$4.6B24.2%9,229,696Common
PDDPDD HOLDINGS INC$1.9B10.0%25,022,094Common
TSLATESLA INC$1.4B7.4%3,380,400Common
NVDANVIDIA CORPORATION$1.3B6.6%6,280,675Common
GOOGALPHABET INC$695.6M3.6%1,968,600Common
OXYOCCIDENTAL PETE CORP$498.4M2.6%10,261,500Common
MSFTMICROSOFT CORP$281.3M1.5%754,100Common
CRDOCREDO TECHNOLOGY GROUP HOLDI$190.7M1.0%701,200Common
UNHUNITEDHEALTH GROUP INC$166.1M0.9%399,600Common
DISDISNEY WALT CO$164.3M0.9%1,706,600Common
BABAALIBABA GROUP HLDG LTD$28.9M0.2%301,400Common
CRCLCIRCLE INTERNET GROUP INC$12.5M0.1%200,000Common
PLTRPALANTIR TECHNOLOGIES INC$7.0M0.0%60,000Common
SNPSSYNOPSYS INC$4.5M0.0%10,000Common
SNOWSNOWFLAKE INC$2.5M0.0%10,000Common
TEMTEMPUS AI INC$1.2M0.0%20,000Common
INODINNODATA INC$755.8K0.0%10,000Common
Quarter over quarter

Position changes

TickerLifecycleShares ΔValue ΔWeightType
NVDATRIM-7,563,100-$1.2B11.5%Common
AAPLTRIM-1,846,900$495.2M37.2%Common
GOOGTRIM-1,737,400-$367.5M5.0%Common
BRKBBUILD81,900$234.8M21.9%Common
OXYCORE0-$168.6M3.2%Common
TSLATRIM-28,500$154.5M6.8%Common
CRDOTRIM-50,000$120.2M0.9%Common
PDDBUILD5,273,800-$109.2M9.6%Common
MSFTTRIM-261,900-$94.8M1.8%Common
TSMEXIT-151,200-$51.1M0.2%Common
BABAINITIATION301,400$28.9M0.1%Common
DISBUILD194,800$18.6M0.8%Common
CRCLCORE0-$6.6M0.1%Common
CRWDEXIT-10,000-$3.9M0.0%Common
UNHTRIM-201,800$3.4M0.8%Common
PLTRCORE0-$1.8M0.0%Common
SNOWCORE0$1.0M0.0%Common
SNPSCORE0$495.9K0.0%Common
INODCORE0$369.6K0.0%Common
TEMCORE0$254.2K0.0%Common

Positive reported value change is not, by itself, evidence of buying; read it with shares and lifecycle state.

Boundary

What this filing does not show

13F reports selected U.S.-listed positions at quarter end. It does not reveal the manager's complete short book, non-reportable assets, option strikes or expiries, or total economic exposure.

CLI

Full dossier

strongmixed-positivesuperinvestor_value

Use uv run alpha funds show h-h-international-investment for the complete manager dossier.

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