Duan Yongping H&H International Investment
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$107M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$105M |
| 3 |
ExxonMobil
XOM
|
+$20.1M |
| 4 |
Amazon
AMZN
|
+$18.6M |
| 5 |
Bank of America
BAC
|
+$16.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$12.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 54.13% |
| 2 | Communication Services | 24.77% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 4.63% |
| 5 | Energy | 1.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $785M | 54.07% |
15,511,600
+2,201,200
| +17% | +$107M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $190M | 13.06% |
890,000
-60,000
| -6% | -$12.4M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.18T
| $184M | 12.7% |
3,412,000
+1,812,000
| +113% | +$105M |
|
4
Meta Platforms (Facebook)
META
$1.4T
| $175M | 12.07% |
908,400
| – | – |
|
|
5
Amazon
AMZN
$2.79T
| $56.8M | 3.91% |
600,000
+200,000
| +50% | +$18.6M |
|
|
6
ExxonMobil
XOM
$679B
| $19.9M | 1.37% |
+260,000
| New | +$20.1M |
|
|
7
Bank of America
BAC
$431B
| $16.6M | 1.14% |
+570,900
| New | +$16.5M |
|
8
Wells Fargo
WFC
$254B
| $10.9M | 0.75% |
+229,900
| New | +$10.8M |
|
9
Pinduoduo
PDD
$126B
| $9.65M | 0.66% |
467,767
+97,767
| +26% | +$2.12M |
|
10
GE Aerospace
GE
$361B
| $2.1M | 0.14% |
40,127
| – | – |
|
|
SOGO
11
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
| $984K | 0.07% |
240,000
+130,000
| +118% | +$644K |
|
12
Starbucks
SBUX
$122B
| $838K | 0.06% |
10,000
| – | – |
|
Similar funds
Duan Yongping's Q2 2019 Portfolio in Review
As of Q2 2019, Duan Yongping held 12 positions worth $1.45B, up 30% from $1.12B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping deployed $268M of net new capital in Q2 2019, opening 3 new positions and adding to 5 existing holdings. Its largest new stake was ExxonMobil: 260,000 shares worth $19.9M.
By sector, the portfolio is most concentrated in Technology at 54% of assets, down from 57% a quarter earlier, followed by Communication Services and Financials.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $12.4M trimmed.
- Duan Yongping's largest Q2 2019 buy was ExxonMobil: 260,000 shares worth $19.9M.
- Duan Yongping added most to Apple in Q2 2019, an estimated $107M increase.
- Duan Yongping's biggest Q2 2019 reduction was Berkshire Hathaway Class B, cutting an estimated $12.4M.
- Duan Yongping's ten largest holdings make up 100% of its $1.45B portfolio in Q2 2019.
- Duan Yongping opened 3 new positions and closed 0 in Q2 2019.
- Duan Yongping's portfolio value rose 30% quarter-over-quarter to $1.45B.
Based on H&H International Investment's 13F filing for Q2 2019, filed 15 Jul 2019.