Duan Yongping
Portfolio value$19.1B
Positions18
QuarterQ2 2026ended 2026-06-30
Filed08/142026
H&H International Investment, LLC's Q2 2026 13F, filed Aug 14, 2026, reports 18 positions worth $19.1B. The ten largest are 98.8% of the book, led by Apple at 41.1%, Berkshire Hathaway at 24.2% and PDD Holdings at 10.0%. Against Q1 2026: 1 bought, 3 added to, 7 reduced, 2 sold; the largest moves were reduced NVIDIA (−55%) and reduced Alphabet (Class C) (−47%).
Where the money is
AAPLBRK/BPDDTSLANVDA
Holdings
| Ticker | Issuer | Weight | Value | Q-end → now | Price vs model | Change |
|---|---|---|---|---|---|---|
| AAPL | Apple INC | 41.1% | $7.8B27.1M sh | 289.36 → +19% | 114% overvalued | reduced −6% |
| BRK/B | Berkshire Hathaway INC Del | 24.2% | $4.6B9.2M sh | 500.39 → +6% | 21% overvalued | added +1% |
| PDD | Pdd Holdings INC | 10.0% | $1.9B25.0M sh | 76.28 → +6% | no usable model value | added +27% |
| TSLA | Tesla INC | 7.4% | $1.4B3.4M sh | 420.60 → −16% | 1544% overvalued | reduced −1% |
| NVDA | Nvidia Corporation | 6.6% | $1.3B6.3M sh | 200.09 → +7% | 3% undervalued | reduced −55% |
| GOOG | Alphabet INC | 3.6% | $695.6M2.0M sh | 353.33 → −5% | 49% overvalued | reduced −47% |
| OXY | Occidental Pete Corp | 2.6% | $498.4M10.3M sh | 48.57 → +28% | 30% undervalued | held |
| MSFT | Microsoft Corp | 1.5% | $281.3M754,100 sh | 373.02 → +42% | 10% overvalued | reduced −26% |
| CRDO | Credo Technology Group Holdi | 1.0% | $190.7M701,200 sh | 271.95 | — | reduced −7% |
| UNH | Unitedhealth Group INC | 0.9% | $166.1M399,600 sh | 415.63 → −3% | 19% overvalued | reduced −34% |
| DIS | Disney Walt CO | 0.9% | $164.3M1.7M sh | 96.25 → +15% | 9% undervalued | added +13% |
| BABA | Alibaba Group Hldg LTD | 0.2% | $28.9M301,400 sh | 95.98 | — | bought |
| CRCL | Circle Internet Group INC | 0.1% | $12.5M200,000 sh | 62.63 | — | held |
| PLTR | Palantir Technologies INC | 0.0% | $7.0M60,000 sh | 116.67 → +59% | 289% overvalued | held |
| SNPS | Synopsys INC | 0.0% | $4.5M10,000 sh | 446.07 → +2% | 306% overvalued | held |
| SNOW | Snowflake INC | 0.0% | $2.5M10,000 sh | 254.50 | — | held |
| TEM | Tempus Ai INC | 0.0% | $1.2M20,000 sh | 57.93 | — | held |
| INOD | Innodata INC | 0.0% | $755,80010,000 sh | 75.58 | — | held |
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.