Duan Yongping portfolio
Latest holdings of H&H International Investment as of Q2 2026: 18 positions worth $19.1B, decoded into plain English.
Portfolio summary and charts
- Apple (AAPL) is the largest position at 41.1% of a $19.1B portfolio.
- Biggest buy: added most to PDD, about $402M of new money.
- Biggest sale: trimmed NVIDIA, about $1.5B.
- Very high conviction: the top 10 holdings make up 99%, and the portfolio behaves like 4 equal-sized bets.
Every box is a position, sized by its weight
What this meansApple alone is 41% of the portfolio, and the top three make up 75%. Colors show what changed since last quarter, so you can spot fresh conviction at a glance.
Where the money is
What this meansTechnology is the biggest slice at 50% of the portfolio.
How focused is the portfolio?
What this meansThe steeper the gold curve rises above the dashed line, the more the portfolio depends on a few big bets. It behaves like 4 equal-sized positions.
Biggest buys and sells
What this meansThe largest move was adding to PDD, worth about $402M. Values are estimated at quarter-end prices.
Two years of reported value
What this meansValue changes with both market prices and new money in or out. It moved from $16.6B to $19.1B over 9 quarters.
How today’s top positions grew over time
What this meansWide, steady bands are long-term core holdings; bands that appear suddenly are recent bets.
All 18 positions
| # | Stock | Sector | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|---|---|
| 1 | AAPL Apple | Technology | 41.05% | Trimmed −6% | 27,098,707 | $7.8B |
| 2 | BRK.B Berkshire Hathaway (Class B) | Financials | 24.18% | Added +1% | 9,229,696 | $4.6B |
| 3 | PDD PDD | Industrials | 9.99% | Added +27% | 25,022,094 | $1.9B |
| 4 | TSLA Tesla | Consumer Discretionary | 7.44% | Trimmed −1% | 3,380,400 | $1.4B |
| 5 | NVDA NVIDIA | Technology | 6.58% | Trimmed −55% | 6,280,675 | $1.3B |
| 6 | GOOG Alphabet (Class C) | Communication | 3.64% | Trimmed −47% | 1,968,600 | $696M |
| 7 | OXY Occidental Petroleum | Energy | 2.61% | Hold | 10,261,500 | $498M |
| 8 | MSFT Microsoft | Technology | 1.47% | Trimmed −26% | 754,100 | $281M |
| 9 | CRDO Credo Technology | Technology | 1.00% | Trimmed −7% | 701,200 | $191M |
| 10 | UNH Unitedhealth | Financials | 0.87% | Trimmed −34% | 399,600 | $166M |
| 11 | DIS Walt Disney | Communication | 0.86% | Added +13% | 1,706,600 | $164M |
| 12 | BABA Alibaba | Industrials | 0.15% | New | 301,400 | $29M |
| 13 | CRCL Circle Internet | Financials | 0.07% | Hold | 200,000 | $13M |
| 14 | PLTR Palantir Technologies | Technology | 0.04% | Hold | 60,000 | $7M |
| 15 | SNPS Synopsys | Technology | 0.02% | Hold | 10,000 | $4M |
| 16 | SNOW Snowflake | Technology | 0.01% | Hold | 10,000 | $3M |
| 17 | TEM Tempus AI | Technology | 0.01% | Hold | 20,000 | $1M |
| 18 | INOD Innodata | Technology | 0.00% | Hold | 10,000 | $756K |
Values as reported at quarter end (30 Jun 2026). Activity compares share counts with the Q1 2026 filing. Source: SEC filing 0001759760-26-000007 · all filings on EDGAR.
Positions closed
- TSMTaiwan Semiconductor Manufacturing$51M at Q1 2026
- CRWDCrowdStrike$4M at Q1 2026
Duan Yongping
Duan Yongping founded the electronics group behind brands like BBK, OPPO and vivo, and was an early backer of PDD. A devoted student of Warren Buffett, he invests his family’s money through H&H International with very few, very large positions.
Philosophy in brief
- Do the right things, and do them right.
- Only buy what you understand and would own for ten years.
- Very few decisions, held with patience.
How to read this page
Who else is trading these holdings
- 01AAPL Apple44 congressional trades disclosed (18 buys)41.1% of portfolio
- 02BRK.B Berkshire Hathaway (Class B)21 congressional trades disclosed (12 buys) · insiders bought $250K in Q3 202624.2% of portfolio
- 04TSLA Tesla6 congressional trades disclosed (4 buys)7.4% of portfolio
- 05NVDA NVIDIA32 congressional trades disclosed (12 buys)6.6% of portfolio
- 06GOOG Alphabet (Class C)11 congressional trades disclosed (7 buys)3.6% of portfolio
- 08MSFT Microsoft56 congressional trades disclosed (31 buys)1.5% of portfolio
- 09CRDO Credo Technology2 congressional trades disclosed (0 buys)1.0% of portfolio
- 10UNH Unitedhealth17 congressional trades disclosed (8 buys)0.9% of portfolio
Investors who think alike
Cosine similarity of position weights (100 = identical portfolios). Chips show the biggest shared holdings.
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