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
|
+$922M |
| 2 |
Toyota
TM
|
+$2.77M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$2.18M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$300M |
| 2 |
Amazon
AMZN
|
+$195M |
| 3 |
JOYY
JOYY Inc
JOYY
|
+$112M |
| 4 |
Bank of America
BAC
|
+$97.9M |
| 5 |
Walt Disney
DIS
|
+$36.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 59.96% |
| 2 | Financials | 28.31% |
| 3 | Communication Services | 10.3% |
| 4 | Consumer Discretionary | 0.73% |
| 5 | Energy | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $4.31B | 59.96% |
35,288,200
+7,186,900
| +26% | +$922M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.97B | 27.4% |
7,711,176
-1,234,000
| -14% | -$300M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.18T
| $579M | 8.06% |
5,600,000
+22,000
| +0.4% | +$2.18M |
|
|
4
Walt Disney
DIS
$186B
| $154M | 2.15% |
837,000
-199,900
| -19% | -$36.9M |
|
|
5
Bank of America
BAC
$431B
| $60.1M | 0.84% |
1,553,100
-2,835,800
| -65% | -$97.9M |
|
|
6
Toyota
TM
$234B
| $52.4M | 0.73% |
335,900
+18,282
| +6% | +$2.77M |
|
7
ExxonMobil
XOM
$679B
| $50.2M | 0.7% |
899,700
| – | – |
|
|
JOYY
8
JOYY Inc
JOYY
$3.71B
| $6.79M | 0.09% |
72,500
-1,039,500
| -93% | -$112M |
|
9
Wells Fargo
WFC
$254B
| $5.31M | 0.07% |
136,000
| – | – |
|
|
10
Amazon
AMZN
$2.79T
| – | – |
-1,200,000
| Closed | -$195M |
|
11
Delta Air Lines
DAL
$54.2B
| – | – |
-400,000
| Closed | -$16.1M |
|
12
GE Aerospace
GE
$361B
| – | – |
-40,127
| Closed | -$2.16M |
|
13
Meta Platforms (Facebook)
META
$1.4T
| – | – |
-40,000
| Closed | -$10.9M |
|
14
Starbucks
SBUX
$122B
| – | – |
-10,000
| Closed | -$1.07M |
|
Similar funds
Duan Yongping's Q1 2021 Portfolio in Review
As of Q1 2021, Duan Yongping held 14 positions worth $7.19B, up 2.4% from $7.02B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping's Q1 2021 filing shows 3 increased, 4 reduced and 5 closed positions. The largest sale was Berkshire Hathaway Class B, an estimated $300M.
By sector, the portfolio is most concentrated in Technology at 60% of assets, up from 53% a quarter earlier, followed by Financials and Communication Services.
- Duan Yongping added most to Apple in Q1 2021, an estimated $922M increase.
- Duan Yongping's biggest Q1 2021 reduction was Berkshire Hathaway Class B, cutting an estimated $300M.
- Duan Yongping fully exited Amazon in Q1 2021, selling an estimated $195M.
- Duan Yongping's ten largest holdings make up 100% of its $7.19B portfolio in Q1 2021.
- Duan Yongping opened 0 new positions and closed 5 in Q1 2021.
- Duan Yongping's portfolio value rose 2.4% quarter-over-quarter to $7.19B.
Based on H&H International Investment's 13F filing for Q1 2021, filed 10 May 2021.