Duan Yongping
Q2 2026 versus Q1 2026: 1 bought, 3 added to, 7 reduced, 2 sold. By dollars, the largest buy was PDD Holdings, $402.3M more at the quarter-end price; the largest sale NVIDIA, $1.5B less. Net, $2.4B more sold than bought. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corporation | reduced −55% | 13.8M → 6.3M | −$1.5B | −7.92% | 6.6% | 3% undervalued |
| GOOG | Alphabet INC | reduced −47% | 3.7M → 2.0M | −$613.9M | −3.21% | 3.6% | 49% overvalued |
| AAPL | Apple INC | reduced −6% | 28.9M → 27.1M | −$534.4M | −2.80% | 41.1% | 114% overvalued |
| PDD | Pdd Holdings INC | added +27% | 19.7M → 25.0M | +$402.3M | +2.11% | 10.0% | no usable model value |
| MSFT | Microsoft Corp | reduced −26% | 1.0M → 754,100 | −$97.7M | −0.51% | 1.5% | 10% overvalued |
| UNH | Unitedhealth Group INC | reduced −34% | 601,400 → 399,600 | −$83.9M | −0.44% | 0.9% | 19% overvalued |
| TSM | Taiwan Semiconductor Manufac | sold | 151,200 → 0 | −$51.1M | −0.27% | — | — |
| BRK/B | Berkshire Hathaway INC Del | added +1% | 9.1M → 9.2M | +$41.0M | +0.21% | 24.2% | 21% overvalued |
| BABA | Alibaba Group Hldg LTD | bought | — → 301,400 | +$28.9M | +0.15% | 0.2% | — |
| DIS | Disney Walt CO | added +13% | 1.5M → 1.7M | +$18.7M | +0.10% | 0.9% | 9% undervalued |
| CRDO | Credo Technology Group Holdi | reduced −7% | 751,200 → 701,200 | −$13.6M | −0.07% | 1.0% | — |
| TSLA | Tesla INC | reduced −1% | 3.4M → 3.4M | −$12.0M | −0.06% | 7.4% | 1544% overvalued |
| CRWD | Crowdstrike Hldgs INC | sold | 10,000 → 0 | −$3.9M | −0.02% | — | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
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.