← All Managers
Duan Yongping
H&H International Investment
Chinese tech entrepreneur, OPPO/vivo founder, Buffett disciple
$19.10B
Portfolio Value
18
Holdings
Q2 '26
Period
2026-08-14
Filed
📈 Recent Activity
Changes from previous quarter
AAPLREDUCED
41.1% of portfolio
-6% shares+4.3pp
BRK.BINCREASED
24.2% of portfolio
+1% shares+2.3pp
PDDINCREASED
10.0% of portfolio
+27% shares-0.1pp
TSLAREDUCED
7.4% of portfolio
-1% shares+1.1pp
NVDAINCREASED
6.6% of portfolio
-55% shares-5.5pp
GOOGREDUCED
3.6% of portfolio
-47% shares-1.7pp
MSFTINCREASED
1.5% of portfolio
-26% shares-0.4pp
CRDOREDUCED
1.0% of portfolio
-7% shares+0.6pp
UNHREDUCED
0.9% of portfolio
-34% shares+0.1pp
DISINCREASED
0.9% of portfolio
+13% shares+0.1pp
BABANEW
0.2% of portfolio
New position
TSMSOLD
was 0.3%
Sold out position
Filing price: $337.95
CRWDSOLD
was <0.1%
Sold out position
Filing price: $390.41
Sold Out (2)
📊 Sector Breakdown
Portfolio allocation by sector
Technology 63.0%Financials 24.2%Consumer Discretionary 7.4%Energy 2.6%Unknown 1.1%+2 more (1.7%)
💼 Holdings
🔍
18 of 18 positions · $19.10B
This quarter: 1 new position, increased 5, reduced 5, sold 2. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 41.1% | Reduce 6.38% | 27098707 | $289.36 | $7.84B | — | — | — | — | 📄 | |
| 2 | BRK.BBerkshire Hathaway Inc. Class B | 24.2% | Add 0.90% | 9229696 | $500.39 | $4.62B | — | — | — | — | 📄 | |
| 3 | PDDPDD HOLDINGS INC | 10.0% | Add 26.71% | 25022094 | $76.28 | $1.91B | — | — | — | — | 📄 | |
| 4 | TSLATESLA INC | 7.4% | Reduce 0.84% | 3380400 | $420.60 | $1.42B | — | — | — | — | 📄 | |
| 5 | NVDANVIDIA CORPORATION | 6.6% | Add 54.63% | 6280675 | $200.09 | $1.26B | — | — | — | — | 📄 | |
| 6 | GOOGALPHABET INC | 3.6% | Reduce 46.88% | 1968600 | $353.33 | $695.6M | — | — | — | — | 📄 | |
| 7 | OXYOCCIDENTAL PETE CORP | 2.6% | Held | 10261500 | $48.57 | $498.4M | — | — | — | — | 📄 | |
| 8 | MSFTMICROSOFT CORP | 1.5% | Add 25.78% | 754100 | $373.02 | $281.3M | — | — | — | — | 📄 | |
| 9 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 1.0% | Reduce 6.66% | 701200 | $271.95 | $190.7M | — | — | — | — | 📄 | |
| 10 | UNHUNITEDHEALTH GROUP INC | 0.9% | Reduce 33.56% | 399600 | $415.63 | $166.1M | — | — | — | — | 📄 | |
| 11 | DISDISNEY WALT CO | 0.9% | Add 12.89% | 1706600 | $96.25 | $164.3M | — | — | — | — | 📄 | |
| 12 | BABAALIBABA GROUP HLDG LTD | 0.2% | Buy | 301400 | $95.98 | $28.9M | — | — | — | — | 📄 | |
| 13 | CRCLCIRCLE INTERNET GROUP INC | 0.1% | Held | 200000 | $62.63 | $12.5M | — | — | — | — | 📄 | |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | <0.1% | Held | 60000 | $116.67 | $7.0M | — | — | — | — | 📄 | |
| 15 | SNPSSYNOPSYS INC | <0.1% | Held | 10000 | $446.07 | $4.5M | — | — | — | — | 📄 | |
| 16 | SNOWSNOWFLAKE INC | <0.1% | Held | 10000 | $254.50 | $2.5M | — | — | — | — | 📄 | |
| 17 | TEMTEMPUS AI INC | <0.1% | Held | 20000 | $57.93 | $1.2M | — | — | — | — | 📄 | |
| 18 | INODINNODATA INC | <0.1% | Held | 10000 | $75.58 | $756K | — | — | — | — | 📄 |