Duan Yongping

Net buying

H&H International Investment, LLC — managed by Duan Yongping; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-19) · Source: SEC EDGAR

Portfolio value$20.00B（+14%）

Holdings19（+5）

Reporting quarterQ1 2026

Top holdingApple Inc

Portfolio overview

H&H International Investment, LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 19 positions worth $20.00B. The top 5 holdings represent 87% of that value, a concentrated portfolio.

The single largest position is Apple Inc at 36.7% of the portfolio, followed by Berkshire Hathaway Inc at 21.9% and Nvidia Corporation at 12.1%.

Against the prior quarter, Duan Yongping opened 8 new positions, exited 3, added to 7, and trimmed 4. The largest new buy was Tesla Inc. The most notable sale was the full exit from Alibaba Group Hldg Ltd.

Across all 8 quarters on file, Apple Inc has appeared in every filing, as has Berkshire Hathaway Inc. Apple Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Berkshire Hathaway IncBRK.BAdding · 3q

Added for 3 straight quarters.

Nvidia CorporationNVDABig new buy

Big add last quarter — 12.1% of the book.

Pdd Holdings IncPDDBig new buy

Big add last quarter — 10.1% of the book.

Strike-zone picks

None of Duan Yongping's tracked holdings are in the strike zone right now.

Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.

Next · is it cheap

Duan Yongping has no positions in the strike zone right now.

Browse the whole market by value band

Holdings

Security	Value	Valuation	Holders	Shares	Weight (prev→now)
Apple IncAAPL	$7.35B	Above value	21	28,945,607	50.3% → 36.7% ▼
Berkshire Hathaway IncBRK.B	$4.38B	—	22	9,147,796	20.6% → 21.9% ▲
Nvidia CorporationNVDA	$2.41B	Above value	17	13,843,775	7.7% → 12.1% ▲
Pdd Holdings IncPDD	$2.02B	Above value	7	19,748,294	7.5% → 10.1% ▲
Tesla IncTSLA	$1.27B	Above value	6	3,408,900	New · 6.3%
Alphabet IncGOOG	$1.06B	Above value	31	3,706,000	3.3% → 5.3% ▲
Occidental Pete CorpOXY	$667.0M	Above value	5	10,261,500	3.1% → 3.3% ▼
Microsoft CorpMSFT	$376.1M	Above value	32	1,016,000	2.4% → 1.9% ▲
Unitedhealth Group IncUNH	$162.7M	Above value	14	601,400	New · 0.8%
Disney Walt CoDIS	$145.7M	Above value	20	1,511,800	0.5% → 0.7% ▲
Credo Technology Group HoldiCRDO	$70.5M	—	3	751,200	0.1% → 0.4% ▲
Taiwan Semiconductor ManufacTSM	$51.1M	—	21	151,200	2.1% → 0.3% ▼
Circle Internet Group IncCRCL	$19.1M	—	2	200,000	New · 0.1%
Palantir Technologies IncPLTR	$8.8M	Above value	4	60,000	New · 0.0%
Synopsys IncSNPS	$4.0M	Above value	5	10,000	New · 0.0%
Crowdstrike Hldgs IncCRWD	$3.9M	—	2	10,000	New · 0.0%
Snowflake IncSNOW	$1.5M	—	2	10,000	New · 0.0%
Tempus Ai IncTEM	$904,400	—	2	20,000	0.0% → 0.0% ▼
Innodata IncINOD	$386,200	Within band	1	10,000	New · 0.0%

Apple IncAAPL
Value$7.35BValuationAbove valueHolders21Weight (prev→now)50.3% → 36.7% ▼
Berkshire Hathaway IncBRK.B
Value$4.38BValuation—Holders22Weight (prev→now)20.6% → 21.9% ▲
Nvidia CorporationNVDA
Value$2.41BValuationAbove valueHolders17Weight (prev→now)7.7% → 12.1% ▲
Pdd Holdings IncPDD
Value$2.02BValuationAbove valueHolders7Weight (prev→now)7.5% → 10.1% ▲
Tesla IncTSLA
Value$1.27BValuationAbove valueHolders6Weight (prev→now)New · 6.3%
Alphabet IncGOOG
Value$1.06BValuationAbove valueHolders31Weight (prev→now)3.3% → 5.3% ▲
Occidental Pete CorpOXY
Value$667.0MValuationAbove valueHolders5Weight (prev→now)3.1% → 3.3% ▼
Microsoft CorpMSFT
Value$376.1MValuationAbove valueHolders32Weight (prev→now)2.4% → 1.9% ▲
Unitedhealth Group IncUNH
Value$162.7MValuationAbove valueHolders14Weight (prev→now)New · 0.8%
Disney Walt CoDIS
Value$145.7MValuationAbove valueHolders20Weight (prev→now)0.5% → 0.7% ▲
Credo Technology Group HoldiCRDO
Value$70.5MValuation—Holders3Weight (prev→now)0.1% → 0.4% ▲
Taiwan Semiconductor ManufacTSM
Value$51.1MValuation—Holders21Weight (prev→now)2.1% → 0.3% ▼
Circle Internet Group IncCRCL
Value$19.1MValuation—Holders2Weight (prev→now)New · 0.1%
Palantir Technologies IncPLTR
Value$8.8MValuationAbove valueHolders4Weight (prev→now)New · 0.0%
Synopsys IncSNPS
Value$4.0MValuationAbove valueHolders5Weight (prev→now)New · 0.0%
Crowdstrike Hldgs IncCRWD
Value$3.9MValuation—Holders2Weight (prev→now)New · 0.0%
Snowflake IncSNOW
Value$1.5MValuation—Holders2Weight (prev→now)New · 0.0%
Tempus Ai IncTEM
Value$904,400Valuation—Holders2Weight (prev→now)0.0% → 0.0% ▼
Innodata IncINOD
Value$386,200ValuationWithin bandHolders1Weight (prev→now)New · 0.0%

Exited this quarter (3)Alibaba Group Hldg Ltd、Coreweave Inc、Asml Holding N V

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-19

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