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
|
+$535M |
| 2 |
Alibaba
BABA
|
+$258M |
| 3 |
JOYY
JOYY Inc
JOYY
|
+$3.4M |
| 4 |
Gaotu Techedu
GOTU
|
+$1.17M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$644M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 3 |
Toyota
TM
|
+$52.4M |
| 4 |
Bank of America
BAC
|
+$41M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 68.21% |
| 2 | Financials | 25.47% |
| 3 | Consumer Discretionary | 3.32% |
| 4 | Communication Services | 2.27% |
| 5 | Energy | 0.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $5.4B | 68.21% |
39,414,000
+4,125,800
| +12% | +$535M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.99B | 25.1% |
7,148,661
-562,515
| -7% | -$157M |
|
|
3
Alibaba
BABA
$286B
| $263M | 3.32% |
+1,159,400
| New | +$258M |
|
4
Walt Disney
DIS
$186B
| $147M | 1.86% |
837,000
| – | – |
|
5
ExxonMobil
XOM
$679B
| $56.8M | 0.72% |
899,700
| – | – |
|
|
6
Alphabet (Google) Class C
GOOG
$4.18T
| $25.1M | 0.32% |
200,000
-5,400,000
| -96% | -$644M |
|
|
7
Bank of America
BAC
$431B
| $22.8M | 0.29% |
553,000
-1,000,100
| -64% | -$41M |
|
|
JOYY
8
JOYY Inc
JOYY
$3.71B
| $7.42M | 0.09% |
112,500
+40,000
| +55% | +$3.4M |
|
9
Wells Fargo
WFC
$254B
| $6.16M | 0.08% |
136,000
| – | – |
|
|
10
Gaotu Techedu
GOTU
$401M
| $775K | 0.01% |
+52,500
| New | +$1.17M |
|
|
11
Toyota
TM
$234B
| – | – |
-335,900
| Closed | -$52.4M |
|
Similar funds
Duan Yongping's Q2 2021 Portfolio in Review
As of Q2 2021, Duan Yongping held 11 positions worth $7.91B, up 10% from $7.19B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping's Q2 2021 filing shows 2 new, 2 increased, 3 reduced and 1 closed positions. Its largest new stake was Alibaba: 1,159,400 shares worth $263M. The largest sale was Alphabet (Google) Class C, an estimated $644M.
By sector, the portfolio is most concentrated in Technology at 68% of assets, up from 60% a quarter earlier, followed by Financials and Consumer Discretionary.
- Duan Yongping's largest Q2 2021 buy was Alibaba: 1,159,400 shares worth $263M.
- Duan Yongping added most to Apple in Q2 2021, an estimated $535M increase.
- Duan Yongping's biggest Q2 2021 reduction was Alphabet (Google) Class C, cutting an estimated $644M.
- Duan Yongping fully exited Toyota in Q2 2021, selling an estimated $52.4M.
- Duan Yongping's ten largest holdings make up 100% of its $7.91B portfolio in Q2 2021.
- Duan Yongping opened 2 new positions and closed 1 in Q2 2021.
- Duan Yongping's portfolio value rose 10% quarter-over-quarter to $7.91B.
Based on H&H International Investment's 13F filing for Q2 2021, filed 13 Aug 2021.