Duan Yongping Portfolio · 13F Holdings & Trades
Duan Yongping reported 18 holdings in the 2026Q2 13F, with a total portfolio value of $19.1B. (H&H International Investment) 13 positions changed from the prior quarter (1 new, 3 increased, 7 reduced, 2 exited).
The most recent 13F holdings filed with the SEC by this manager are as of 2026Q2; holdings for later quarters (up to 2026Q3) are not in a 13F-HR.
Changes This Quarter (13)
| Stock | Action | Shares Change | Weight (%) | Value ($) |
|---|---|---|---|---|
| APPLE INC | Reduced | 28,945,607 → 27,098,707 | 41.05 | 7,841,281,858 |
| BERKSHIRE HATHAWAY INC DEL | Increased | 9,147,796 → 9,229,696 | 24.18 | 4,618,447,581 |
| PDD HOLDINGS INC | Increased | 19,748,294 → 25,022,094 | 9.99 | 1,908,685,330 |
| TESLA INC | Reduced | 3,408,900 → 3,380,400 | 7.44 | 1,421,796,240 |
| NVIDIA CORPORATION | Reduced | 13,843,775 → 6,280,675 | 6.58 | 1,256,700,261 |
| ALPHABET INC | Reduced | 3,706,000 → 1,968,600 | 3.64 | 695,565,438 |
| MICROSOFT CORP | Reduced | 1,016,000 → 754,100 | 1.47 | 281,294,382 |
| CREDO TECHNOLOGY GROUP HOLDI | Reduced | 751,200 → 701,200 | 1.00 | 190,691,340 |
| UNITEDHEALTH GROUP INC | Reduced | 601,400 → 399,600 | 0.87 | 166,085,748 |
| DISNEY WALT CO | Increased | 1,511,800 → 1,706,600 | 0.86 | 164,260,250 |
| ALIBABA GROUP HLDG LTD | New | New | 0.15 | 28,928,372 |
| TAIWAN SEMICONDUCTOR MANUFAC | Exited | 151,200 → 0 | — | — |
| CROWDSTRIKE HLDGS INC | Exited | 10,000 → 0 | — | — |
Top 15 Holdings
| Stock | Weight (%) | Shares | Value ($) |
|---|---|---|---|
| APPLE INC | 41.05 | 27,098,707 | 7,841,281,858 |
| BERKSHIRE HATHAWAY INC DEL | 24.18 | 9,229,696 | 4,618,447,581 |
| PDD HOLDINGS INC | 9.99 | 25,022,094 | 1,908,685,330 |
| TESLA INC | 7.44 | 3,380,400 | 1,421,796,240 |
| NVIDIA CORPORATION | 6.58 | 6,280,675 | 1,256,700,261 |
| ALPHABET INC | 3.64 | 1,968,600 | 695,565,438 |
| OCCIDENTAL PETE CORP | 2.61 | 10,261,500 | 498,401,055 |
| MICROSOFT CORP | 1.47 | 754,100 | 281,294,382 |
| CREDO TECHNOLOGY GROUP HOLDI | 1.00 | 701,200 | 190,691,340 |
| UNITEDHEALTH GROUP INC | 0.87 | 399,600 | 166,085,748 |
| DISNEY WALT CO | 0.86 | 1,706,600 | 164,260,250 |
| ALIBABA GROUP HLDG LTD | 0.15 | 301,400 | 28,928,372 |
| CIRCLE INTERNET GROUP INC | 0.07 | 200,000 | 12,526,000 |
| PALANTIR TECHNOLOGIES INC | 0.04 | 60,000 | 7,000,200 |
| SYNOPSYS INC | 0.02 | 10,000 | 4,460,700 |
Top 15 Holdings · Quarterly Weight Trend
| Stock | 24Q3 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | Trend (shares) |
|---|---|---|---|---|---|---|---|---|
| APPLE INC | 74.33 | 63.33 | 62.47 | 60.42 | 50.30 | 36.72 | 41.05 | Down 4 qtrs in a row |
| BERKSHIRE HATHAWAY INC DEL | 10.52 | 15.00 | 14.24 | 17.78 | 20.63 | 21.91 | 24.18 | Up 4 qtrs in a row |
| PDD HOLDINGS INC | 3.18 | 7.64 | 7.86 | 7.72 | 7.48 | 10.09 | 9.99 | Up 3 qtrs in a row |
| TESLA INC | — | — | — | — | — | 6.34 | 7.44 | — |
| NVIDIA CORPORATION | — | 0.58 | 1.32 | 0.76 | 7.72 | 12.07 | 6.58 | — |
| ALPHABET INC | 5.12 | 1.45 | 2.99 | 3.00 | 3.33 | 5.31 | 3.64 | — |
| OCCIDENTAL PETE CORP | 2.87 | 5.69 | 4.94 | 4.36 | 3.10 | 3.33 | 2.61 | — |
| MICROSOFT CORP | — | 0.94 | 1.20 | 0.99 | 2.38 | 1.88 | 1.47 | — |
| CREDO TECHNOLOGY GROUP HOLDI | — | — | — | — | 0.12 | 0.35 | 1.00 | — |
| UNITEDHEALTH GROUP INC | — | — | — | — | — | 0.81 | 0.87 | — |
| DISNEY WALT CO | 0.44 | 0.59 | 0.78 | 0.56 | 0.46 | 0.73 | 0.86 | Up 2 qtrs in a row |
| ALIBABA GROUP HLDG LTD | 3.49 | 4.39 | 3.68 | 3.38 | 2.15 | — | 0.15 | — |
| CIRCLE INTERNET GROUP INC | — | — | — | — | — | 0.10 | 0.07 | — |
| PALANTIR TECHNOLOGIES INC | — | — | — | — | — | 0.04 | 0.04 | — |
| SYNOPSYS INC | — | — | — | — | — | 0.02 | 0.02 | — |
Weights are shares of each quarter's total 13F stock holdings; "—" means not held or outside the tracked set. Earlier quarters track only the top 200 holdings by value. The trend is based on share counts, not price, and does not adjust for stock splits.
13F filings are published up to 45 days after quarter-end and do not show short positions. This page includes only stock holdings from the filing and excludes options and bonds. The data on this page is for reference and is not investment advice.
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