Question 1

What stocks did Duan Yongping buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Duan Yongping added 1 new positions and increased 5 existing holdings, totaling $8.26B in buy activity. New positions alone account for $28.9M.

Question 2

What was Duan Yongping's biggest new buy?

Accepted Answer

Duan Yongping's largest new position in the Q2 '26 filing was ALIBABA GROUP HLDG LTD (BABA) at $28.9M, representing 0.15% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio	Change
BRK.B	Berkshire Hathaway Inc. Class B	9229696	$4.62B	24.18%	+0.9%
PDD	PDD HOLDINGS INC	25022094	$1.91B	9.99%	+26.7%
NVDA	NVIDIA CORPORATION	6280675	$1.26B	6.58%	+-54.6%
MSFT	MICROSOFT CORP	754100	$281.3M	1.47%	+-25.8%
DIS	DISNEY WALT CO	1706600	$164.3M	0.86%	+12.9%

Duan Yongping — Recent Buys

New positions (1)

Increased positions (5)