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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
-1.61%
1 Year Est. Return
+27.41%
3 Year Est. Return
+52.7%
5 Year Est. Return
+101.48%
10 Year Est. Return
–
AUM
$10.8B
AUM Growth
+$1.38B
Cap. Flow
+$1.69B
Cap. Flow %
15.56%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
3
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.64B
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$91.1M
3
BABA icon
Alibaba
BABA
+$14.8M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$57.9M
2
ZM icon
Zoom
ZM
+$2.28M

Sector Composition

Rank Sector Weight
1 Technology 73.54%
2 Financials 17.95%
3 Communication Services 5.72%
4 Consumer Discretionary 2.52%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.51T
$7.96B 73.43%
61,232,700
+11,474,600
+23% +$1.64B
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.94B 17.95%
6,294,465
-194,796
-3% -$57.9M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.18T
$530M 4.89%
5,975,200
+955,000
+19% +$91.1M
BABA icon
4
Alibaba
BABA
$286B
$273M 2.52%
3,104,400
+187,900
+6% +$14.8M
DIS icon
5
Walt Disney
DIS
$186B
$80.5M 0.74%
926,800
– –
MRNA icon
6
Moderna
MRNA
$57.9B
$28.7M 0.27%
160,000
– –
ZM icon
7
Zoom
ZM
$31.5B
$12.2M 0.11%
179,800
-30,000
-14% -$2.28M
JOYY
8
JOYY Inc
JOYY
$3.71B
$9.56M 0.09%
302,500
– –

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Duan Yongping's Q4 2022 Portfolio in Review

As of Q4 2022, Duan Yongping held 8 positions worth $10.8B, up 15% from $9.45B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Duan Yongping deployed $1.69B of net new capital in Q4 2022, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Technology at 74% of assets, up from 73% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $57.9M trimmed.

  • Duan Yongping added most to Apple in Q4 2022, an estimated $1.64B increase.
  • Duan Yongping's biggest Q4 2022 reduction was Berkshire Hathaway Class B, cutting an estimated $57.9M.
  • Duan Yongping's ten largest holdings make up 100% of its $10.8B portfolio in Q4 2022.
  • Duan Yongping opened 0 new positions and closed 0 in Q4 2022.
  • Duan Yongping's portfolio value rose 15% quarter-over-quarter to $10.8B.

Based on H&H International Investment's 13F filing for Q4 2022, filed 14 Feb 2023.