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DY

Duan Yongping H&H International Investment

AUM $19.1B
1-Year Est. Return 27.41%
 

Duan Yongping is a Chinese entrepreneur and investor associated with H&H International Investment, a firm known for large, long-duration holdings in global consumer and technology franchises. His public investing style is often described as Buffett-inspired, emphasizing understandable businesses and multi-year ownership. The firm’s concentrated filings draw significant attention among international value investors.

This Fund
S&P 500
This Quarter Est. Return
+16.85%
1 Year Est. Return
+27.41%
3 Year Est. Return
+52.7%
5 Year Est. Return
+101.48%
10 Year Est. Return
–
AUM
$1.12B
AUM Growth
+$281M
Cap. Flow
+$136M
Cap. Flow %
12.21%
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
4
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$107M
2
AMZN icon
Amazon
AMZN
+$16.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.2M
4
META icon
Meta Platforms (Facebook)
META
+$1.94M
5
SBUX icon
Starbucks
SBUX
+$687K

Top Sells

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$711K
2
GE icon
GE Aerospace
GE
+$75.6K

Sector Composition

Rank Sector Weight
1 Technology 56.68%
2 Communication Services 21.97%
3 Financials 17.09%
4 Consumer Discretionary 4.08%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.51T
$632M 56.62%
13,310,400
+2,512,800
+23% +$107M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$191M 17.09%
950,000
– –
META icon
3
Meta Platforms (Facebook)
META
$1.4T
$151M 13.56%
908,400
+12,200
+1% +$1.94M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.18T
$93.9M 8.41%
1,600,000
+200,000
+14% +$11.2M
AMZN icon
5
Amazon
AMZN
$2.79T
$35.6M 3.19%
400,000
+200,000
+100% +$16.6M
PDD icon
6
Pinduoduo
PDD
$126B
$9.18M 0.82%
370,000
-26,496
-7% -$711K
GE icon
7
GE Aerospace
GE
$361B
$2M 0.18%
40,127
-1,605
-4% -$75.6K
SBUX icon
8
Starbucks
SBUX
$122B
$743K 0.07%
+10,000
New +$687K
SOGO
9
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
$653K 0.06%
110,000
– –

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Duan Yongping's Q1 2019 Portfolio in Review

As of Q1 2019, Duan Yongping held 9 positions worth $1.12B, up 34% from $836M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Duan Yongping deployed $136M of net new capital in Q1 2019, opening 1 new position and adding to 4 existing holdings. Its largest new stake was Starbucks: 10,000 shares worth $743K.

By sector, the portfolio is most concentrated in Technology at 57% of assets, up from 51% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Pinduoduo, an estimated $711K trimmed.

  • Duan Yongping's largest Q1 2019 buy was Starbucks: 10,000 shares worth $743K.
  • Duan Yongping added most to Apple in Q1 2019, an estimated $107M increase.
  • Duan Yongping's biggest Q1 2019 reduction was Pinduoduo, cutting an estimated $711K.
  • Duan Yongping's ten largest holdings make up 100% of its $1.12B portfolio in Q1 2019.
  • Duan Yongping opened 1 new position and closed 0 in Q1 2019.
  • Duan Yongping's portfolio value rose 34% quarter-over-quarter to $1.12B.

Based on H&H International Investment's 13F filing for Q1 2019, filed 3 May 2019.