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 |
Pinduoduo
PDD
|
+$468M |
| 2 |
Occidental Petroleum
OXY
|
+$438M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$6.82M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.49B |
| 2 |
Alibaba
BABA
|
+$70.6M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$51.7M |
| 4 |
Bank of America
BAC
|
+$4.29M |
| 5 |
Moderna
MRNA
|
+$3.95M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 74.33% |
| 2 | Financials | 10.52% |
| 3 | Consumer Discretionary | 6.68% |
| 4 | Communication Services | 5.56% |
| 5 | Energy | 2.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $12.3B | 74.33% |
52,769,155
-11,155,100
| -17% | -$2.49B |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.74B | 10.52% |
3,782,100
-117,000
| -3% | -$51.7M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.18T
| $847M | 5.12% |
5,066,300
+40,300
| +0.8% | +$6.82M |
|
|
4
Alibaba
BABA
$286B
| $578M | 3.49% |
5,443,730
-863,100
| -14% | -$70.6M |
|
|
5
Pinduoduo
PDD
$126B
| $527M | 3.18% |
3,907,600
+3,804,600
| +3,694% | +$468M |
|
|
6
Occidental Petroleum
OXY
$61.3B
| $475M | 2.87% |
9,223,700
+7,680,598
| +498% | +$438M |
|
7
Walt Disney
DIS
$186B
| $72M | 0.44% |
748,500
| – | – |
|
|
8
Moderna
MRNA
$57.9B
| $6.53M | 0.04% |
97,700
-43,000
| -31% | -$3.95M |
|
|
9
Bank of America
BAC
$431B
| – | – |
-107,900
| Closed | -$4.29M |
|
Similar funds
Duan Yongping's Q3 2024 Portfolio in Review
As of Q3 2024, Duan Yongping held 9 positions worth $16.5B, down 0.55% from $16.6B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping withdrew a net $1.71B in Q3 2024, closing 1 position and reducing 4 holdings. Its most notable exit was Bank of America, an estimated $4.29M position sold in full.
By sector, the portfolio is most concentrated in Technology at 74% of assets, down from 81% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Duan Yongping added an estimated $468M to Pinduoduo.
- Duan Yongping added most to Pinduoduo in Q3 2024, an estimated $468M increase.
- Duan Yongping's biggest Q3 2024 reduction was Apple, cutting an estimated $2.49B.
- Duan Yongping fully exited Bank of America in Q3 2024, selling an estimated $4.29M.
- Duan Yongping's ten largest holdings make up 100% of its $16.5B portfolio in Q3 2024.
- Duan Yongping opened 0 new positions and closed 1 in Q3 2024.
- Duan Yongping's portfolio value fell 0.55% quarter-over-quarter to $16.5B.
Based on H&H International Investment's 13F filing for Q3 2024, filed 14 Nov 2024.