← All Managers

Duan Yongping

H&H International Investment

Chinese tech entrepreneur, OPPO/vivo founder, Buffett disciple

$20.00B

Portfolio Value

19

Holdings

Q1 '26

Period

2026-05-19

Filed

📈 Recent Activity

Changes from previous quarter

AAPLREDUCED
36.7% of portfolio
-11% shares-13.6pp
BRK.BINCREASED
21.9% of portfolio
+27% shares+1.3pp
NVDAREDUCED
12.1% of portfolio
+91% shares+4.4pp
PDDINCREASED
10.1% of portfolio
+71% shares+2.6pp
TSLANEW
6.3% of portfolio
New position
GOOGINCREASED
5.3% of portfolio
+100% shares+2.0pp
OXYREDUCED
3.3% of portfolio
-22% shares+0.2pp
MSFTREDUCED
1.9% of portfolio
+18% shares-0.5pp
UNHNEW
0.8% of portfolio
New position
DISREDUCED
0.7% of portfolio
+112% shares+0.3pp
CRDOINCREASED
0.4% of portfolio
+432% shares+0.2pp
TSMINCREASED
0.3% of portfolio
-88% shares-1.9pp
CRCLNEW
0.1% of portfolio
New position
PLTRNEW
<0.1% of portfolio
New position
SNPSNEW
<0.1% of portfolio
New position
CRWDNEW
<0.1% of portfolio
New position
SNOWNEW
<0.1% of portfolio
New position
TEMINCREASED
<0.1% of portfolio
-82% shares-0.0pp
INODNEW
<0.1% of portfolio
New position
BABASOLD
was 2.1%
Sold out position
Filing price: $146.58
CRWVSOLD
was 0.1%
Sold out position
Filing price: $71.61
ASMLSOLD
was 0.1%
Sold out position
Filing price: $1069.86

Sold Out (3)

SOLDBABAALIBABA GROUP HLDG LTDwas 2.15%@$146.58
SOLDCRWVCOREWEAVE INCwas 0.12%@$71.61
SOLDASMLASML HOLDING N Vwas 0.06%@$1069.86

📊 Sector Breakdown

Portfolio allocation by sector

Technology 66.4%Financials 21.9%Consumer Discretionary 6.3%Energy 3.3%Healthcare 0.8%+2 more (1.2%)

💼 Holdings

🔍

19 of 19 positions · $20.00B

This quarter: 8 new positions, increased 6, reduced 5, sold 3. Net buyer.

AAPLREDUCED
36.7%
36.7% of portfolio (was 50.3%, trimmed)
Filed ~$254
—📄
BRK.BINCREASED
21.9%
21.9% of portfolio (was 20.6%, added)
Filed ~$479
—📄
NVDAREDUCED
12.1%
12.1% of portfolio (was 7.7%, trimmed)
Filed ~$174
—📄
PDDINCREASED
10.1%
10.1% of portfolio (was 7.5%, added)
Filed ~$102
—📄
TSLANEW
6.3%
6.3% of portfolio (new position)
Filed ~$372
—📄
GOOGINCREASED
5.3%
5.3% of portfolio (was 3.3%, added)
Filed ~$287
—📄
OXYREDUCED
3.3%
3.3% of portfolio (was 3.1%, trimmed)
Filed ~$65
—📄
MSFTREDUCED
1.9%
1.9% of portfolio (was 2.4%, trimmed)
Filed ~$370
—📄
UNHNEW
0.8%
0.8% of portfolio (new position)
Filed ~$271
—📄
DISREDUCED
0.7%
0.7% of portfolio (was 0.5%, trimmed)
Filed ~$96
—📄
CRDOINCREASED
0.4%
0.4% of portfolio (was 0.1%, added)
Filed ~$94
—📄
TSMINCREASED
0.3%
0.3% of portfolio (was 2.1%, added)
Filed ~$338
—📄
CRCLNEW
0.1%
0.1% of portfolio (new position)
Filed ~$95
—📄
PLTRNEW
<0.1%
<0.1% of portfolio (new position)
Filed ~$146
—📄
SNPSNEW
<0.1%
<0.1% of portfolio (new position)
Filed ~$396
—📄
CRWDNEW
<0.1%
<0.1% of portfolio (new position)
Filed ~$390
—📄
SNOWNEW
<0.1%
<0.1% of portfolio (new position)
Filed ~$151
—📄
TEMINCREASED
<0.1%
<0.1% of portfolio (was <0.1%, added)
Filed ~$45
—📄
INODNEW
<0.1%
<0.1% of portfolio (new position)
Filed ~$39
—📄

🚫 Sold Out (3 positions)

SOLDBABAALIBABA GROUP HLDG LTDwas 2.15%@$146.582560500 shares · $375.3M
SOLDCRWVCOREWEAVE INCwas 0.12%@$71.61299900 shares · $21.5M
SOLDASMLASML HOLDING N Vwas 0.06%@$1069.869900 shares · $10.6M