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
|
+$386M |
| 2 |
Occidental Petroleum
OXY
|
+$220M |
| 3 |
Moderna
MRNA
|
+$3.12M |
| 4 |
Alibaba
BABA
|
+$671K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.81B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$229M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$74.3M |
| 4 |
Walt Disney
DIS
|
+$263K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 70.5% |
| 2 | Financials | 11.31% |
| 3 | Consumer Discretionary | 8.01% |
| 4 | Communication Services | 5.51% |
| 5 | Energy | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $10.2B | 70.5% |
40,864,577
-11,904,578
| -23% | -$2.81B |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.64B | 11.31% |
3,621,100
-161,000
| -4% | -$74.3M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.18T
| $717M | 4.94% |
3,766,500
-1,299,800
| -26% | -$229M |
|
|
4
Pinduoduo
PDD
$126B
| $701M | 4.83% |
7,228,700
+3,321,100
| +85% | +$386M |
|
|
5
Occidental Petroleum
OXY
$61.3B
| $671M | 4.62% |
13,577,000
+4,353,300
| +47% | +$220M |
|
|
6
Alibaba
BABA
$286B
| $462M | 3.18% |
5,450,830
+7,100
| +0.1% | +$671K |
|
|
7
Walt Disney
DIS
$186B
| $83.1M | 0.57% |
746,000
-2,500
| -0.3% | -$263K |
|
|
8
Moderna
MRNA
$57.9B
| $6.78M | 0.05% |
163,000
+65,300
| +67% | +$3.12M |
|
Similar funds
Duan Yongping's Q4 2024 Portfolio in Review
As of Q4 2024, Duan Yongping held 8 positions worth $14.5B, down 12% from $16.5B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping withdrew a net $2.5B in Q4 2024, reducing 4 holdings. Its largest reduction was Apple, cutting an estimated $2.81B.
By sector, the portfolio is most concentrated in Technology at 70% of assets, down from 74% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Duan Yongping added an estimated $386M to Pinduoduo.
- Duan Yongping added most to Pinduoduo in Q4 2024, an estimated $386M increase.
- Duan Yongping's biggest Q4 2024 reduction was Apple, cutting an estimated $2.81B.
- Duan Yongping's ten largest holdings make up 100% of its $14.5B portfolio in Q4 2024.
- Duan Yongping opened 0 new positions and closed 0 in Q4 2024.
- Duan Yongping's portfolio value fell 12% quarter-over-quarter to $14.5B.
Based on H&H International Investment's 13F filing for Q4 2024, filed 14 Feb 2025.