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 |
Berkshire Hathaway Class B
BRK.B
|
+$63.2M |
| 2 |
Meta Platforms (Facebook)
META
|
+$26.2M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$23M |
| 4 |
Amazon
AMZN
|
+$18.5M |
| 5 |
ExxonMobil
XOM
|
+$14.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$91.8M |
| 2 |
Bank of America
BAC
|
+$4.64M |
| 3 |
SOGO
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
|
+$446K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 49.27% |
| 2 | Communication Services | 26.5% |
| 3 | Financials | 16.62% |
| 4 | Consumer Discretionary | 5.43% |
| 5 | Energy | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $770M | 48.84% |
13,756,400
-1,755,200
| -11% | -$91.8M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $249M | 15.78% |
1,196,600
+306,600
| +34% | +$63.2M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.18T
| $232M | 14.69% |
3,800,000
+388,000
| +11% | +$23M |
|
|
4
Meta Platforms (Facebook)
META
$1.4T
| $186M | 11.82% |
1,046,500
+138,100
| +15% | +$26.2M |
|
|
5
Amazon
AMZN
$2.79T
| $69.4M | 4.4% |
800,000
+200,000
| +33% | +$18.5M |
|
|
6
ExxonMobil
XOM
$679B
| $32.5M | 2.06% |
460,000
+200,000
| +77% | +$14.5M |
|
7
Pinduoduo
PDD
$126B
| $15.4M | 0.98% |
477,767
+10,000
| +2% | +$267K |
|
|
8
Bank of America
BAC
$431B
| $11.9M | 0.76% |
409,600
-161,300
| -28% | -$4.64M |
|
|
SOGO
9
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
| $6.86M | 0.44% |
136,000
-104,000
| -43% | -$446K |
|
10
GE Aerospace
GE
$361B
| $1.79M | 0.11% |
40,127
| – | – |
|
11
Wells Fargo
WFC
$254B
| $1.19M | 0.08% |
240,000
+10,100
| +4% | +$476K |
|
12
Starbucks
SBUX
$122B
| $884K | 0.06% |
10,000
| – | – |
|
Similar funds
Duan Yongping's Q3 2019 Portfolio in Review
As of Q3 2019, Duan Yongping held 12 positions worth $1.58B, up 8.6% from $1.45B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping deployed $49.3M of net new capital in Q3 2019, adding to 7 existing holdings.
By sector, the portfolio is most concentrated in Technology at 49% of assets, down from 54% a quarter earlier, followed by Communication Services and Financials.
On the sell side, the largest reduction was Apple, an estimated $91.8M trimmed.
- Duan Yongping added most to Berkshire Hathaway Class B in Q3 2019, an estimated $63.2M increase.
- Duan Yongping's biggest Q3 2019 reduction was Apple, cutting an estimated $91.8M.
- Duan Yongping's ten largest holdings make up 100% of its $1.58B portfolio in Q3 2019.
- Duan Yongping opened 0 new positions and closed 0 in Q3 2019.
- Duan Yongping's portfolio value rose 8.6% quarter-over-quarter to $1.58B.
Based on H&H International Investment's 13F filing for Q3 2019, filed 17 Oct 2019.