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
|
+$300M |
| 2 |
Occidental Petroleum
OXY
|
+$24.8M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$10.6M |
| 4 |
NetEase
NTES
|
+$8.62M |
| 5 |
Alibaba
BABA
|
+$1.27M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$187M |
| 2 |
Zoom
ZM
|
+$12.2M |
| 3 |
Moderna
MRNA
|
+$1.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 78.45% |
| 2 | Financials | 13.2% |
| 3 | Communication Services | 5.59% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Energy | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $10.4B | 78.45% |
63,262,874
+2,030,174
| +3% | +$300M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.76B | 13.2% |
5,686,465
-608,000
| -10% | -$187M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.18T
| $633M | 4.76% |
6,085,400
+110,200
| +2% | +$10.6M |
|
|
4
Alibaba
BABA
$286B
| $319M | 2.4% |
3,117,100
+12,700
| +0.4% | +$1.27M |
|
5
Walt Disney
DIS
$186B
| $92.8M | 0.7% |
926,800
| – | – |
|
|
6
Occidental Petroleum
OXY
$61.3B
| $24.9M | 0.19% |
+399,600
| New | +$24.8M |
|
|
7
Moderna
MRNA
$57.9B
| $23M | 0.17% |
150,000
-10,000
| -6% | -$1.65M |
|
|
JOYY
8
JOYY Inc
JOYY
$3.71B
| $9.43M | 0.07% |
302,500
| – | – |
|
|
9
NetEase
NTES
$82.1B
| $8.84M | 0.07% |
+100,000
| New | +$8.62M |
|
|
10
Zoom
ZM
$31.5B
| – | – |
-179,800
| Closed | -$12.2M |
|
Similar funds
Duan Yongping's Q1 2023 Portfolio in Review
As of Q1 2023, Duan Yongping held 10 positions worth $13.3B, up 23% from $10.8B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping's Q1 2023 filing shows 2 new, 3 increased, 2 reduced and 1 closed positions. Its largest new stake was Occidental Petroleum: 399,600 shares worth $24.9M. The largest sale was Berkshire Hathaway Class B, an estimated $187M.
By sector, the portfolio is most concentrated in Technology at 78% of assets, up from 74% a quarter earlier, followed by Financials and Communication Services.
- Duan Yongping's largest Q1 2023 buy was Occidental Petroleum: 399,600 shares worth $24.9M.
- Duan Yongping added most to Apple in Q1 2023, an estimated $300M increase.
- Duan Yongping's biggest Q1 2023 reduction was Berkshire Hathaway Class B, cutting an estimated $187M.
- Duan Yongping fully exited Zoom in Q1 2023, selling an estimated $12.2M.
- Duan Yongping's ten largest holdings make up 100% of its $13.3B portfolio in Q1 2023.
- Duan Yongping opened 2 new positions and closed 1 in Q1 2023.
- Duan Yongping's portfolio value rose 23% quarter-over-quarter to $13.3B.
Based on H&H International Investment's 13F filing for Q1 2023, filed 15 May 2023.