# Duan Yongping — H&H International Investment

Portfolio USD 19,100,583,000 · 18 positions · 2026 Q2 · history from 2022 Q3.
Source: quarterly 13F filings via dataroma.com. Page: https://gigainvestors.com/HH

## Positions (2026 Q2)

| Ticker | Company | % of portfolio | Value | This quarter | Holders |
|---|---|---:|---:|---|---:|
| AAPL | Apple Inc. | 41% | USD 7,841,282,000 | -6.38% |  |
| BRK.B | Berkshire Hathaway CL B | 24% | USD 4,618,448,000 | +0.9% |  |
| PDD | Pinduoduo Inc. | 10% | USD 1,908,685,000 | +26.71% |  |
| TSLA | Tesla Inc. | 7.4% | USD 1,421,796,000 | -0.84% |  |
| NVDA | NVIDIA Corp. | 6.6% | USD 1,256,700,000 | -54.63% |  |
| GOOG | Alphabet Inc. CL C | 3.6% | USD 695,565,000 | -46.88% |  |
| OXY | Occidental Petroleum | 2.6% | USD 498,401,000 | hold |  |
| MSFT | Microsoft Corp. | 1.5% | USD 281,294,000 | -25.78% |  |
| CRDO | Credo Technology Group Holdi | 1.0% | USD 190,691,000 | -6.66% |  |
| UNH | United Health Group Inc. | 0.9% | USD 166,086,000 | -33.56% |  |
| DIS | Walt Disney Co. | 0.9% | USD 164,260,000 | +12.89% |  |
| BABA | Alibaba Group Holdings | 0.2% | USD 28,928,000 | new |  |
| CRCL | Circle Internet Group Inc | 0.1% | USD 12,526,000 | hold |  |
| PLTR | Palantir Technologies Inc. | <0.1% | USD 7,000,000 | hold |  |
| SNPS | Synopsys Inc. | <0.1% | USD 4,461,000 | hold |  |
| SNOW | Snowflake Inc. | <0.1% | USD 2,545,000 | hold |  |
| TEM | Tempus Ai Inc | <0.1% | USD 1,159,000 | hold |  |
| INOD | Innodata Inc. | 0.0% | USD 756,000 | hold |  |

## Moves this quarter (13)

- AAPL Apple Inc.: -6.38% (USD 7,841,282,000)
- BRK.B Berkshire Hathaway CL B: +0.9% (USD 4,618,448,000)
- PDD Pinduoduo Inc.: +26.71% (USD 1,908,685,000)
- TSLA Tesla Inc.: -0.84% (USD 1,421,796,000)
- NVDA NVIDIA Corp.: -54.63% (USD 1,256,700,000)
- GOOG Alphabet Inc. CL C: -46.88% (USD 695,565,000)
- MSFT Microsoft Corp.: -25.78% (USD 281,294,000)
- CRDO Credo Technology Group Holdi: -6.66% (USD 190,691,000)
- UNH United Health Group Inc.: -33.56% (USD 166,086,000)
- DIS Walt Disney Co.: +12.89% (USD 164,260,000)
- TSM Taiwan Semiconductor S.A.: sold (USD 51,098,040)
- BABA Alibaba Group Holdings: new (USD 28,928,000)
- CRWD CrowdStrike Holdings Inc.: sold (USD 3,904,000)

## Portfolio value by quarter

- 2022 Q3: USD 9,454,964,183 (8 positions)
- 2022 Q4: USD 10,834,966,252 (8 positions)
- 2023 Q1: USD 13,296,975,363 (9 positions)
- 2023 Q2: USD 14,780,428,184 (8 positions)
- 2023 Q3: USD 13,275,878,227 (9 positions)
- 2023 Q4: USD 14,455,438,215 (9 positions)
- 2024 Q1: USD 14,195,024,958 (9 positions)
- 2024 Q2: USD 16,632,114,590 (9 positions)
- 2024 Q3: USD 16,543,040,650 (8 positions)
- 2024 Q4: USD 14,515,943,539 (8 positions)
- 2025 Q1: USD 12,003,089,468 (11 positions)
- 2025 Q2: USD 11,534,904,584 (10 positions)
- 2025 Q3: USD 14,679,984,882 (11 positions)
- 2025 Q4: USD 17,485,073,302 (14 positions)
- 2026 Q1: USD 20,005,996,134 (19 positions)
- 2026 Q2: USD 19,100,583,000 (18 positions)