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 |
Microsoft
MSFT
|
+$122M |
| 2 |
NVIDIA
NVDA
|
+$81.8M |
| 3 |
Pinduoduo
PDD
|
+$60.3M |
| 4 |
TSMC
TSM
|
+$52.8M |
| 5 |
Occidental Petroleum
OXY
|
+$12.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.54B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$486M |
| 3 |
Alibaba
BABA
|
+$169M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$117M |
| 5 |
Moderna
MRNA
|
+$2.84M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 65.22% |
| 2 | Financials | 15% |
| 3 | Consumer Discretionary | 12.03% |
| 4 | Energy | 5.69% |
| 5 | Communication Services | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $7.6B | 63.33% |
34,224,181
-6,640,396
| -16% | -$1.54B |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.8B | 15% |
3,381,300
-239,800
| -7% | -$117M |
|
|
3
Pinduoduo
PDD
$126B
| $918M | 7.64% |
7,753,900
+525,200
| +7% | +$60.3M |
|
|
4
Occidental Petroleum
OXY
$61.3B
| $682M | 5.69% |
13,826,100
+249,100
| +2% | +$12.2M |
|
|
5
Alibaba
BABA
$286B
| $527M | 4.39% |
3,982,130
-1,468,700
| -27% | -$169M |
|
|
6
Alphabet (Google) Class C
GOOG
$4.18T
| $174M | 1.45% |
1,110,600
-2,655,900
| -71% | -$486M |
|
|
7
Microsoft
MSFT
$3.59T
| $112M | 0.94% |
+299,200
| New | +$122M |
|
8
Walt Disney
DIS
$186B
| $71.4M | 0.59% |
723,000
-23,000
| -3% | -$2.47M |
|
|
9
NVIDIA
NVDA
$5.2T
| $69.9M | 0.58% |
+645,100
| New | +$81.8M |
|
|
10
TSMC
TSM
$2.17T
| $45.1M | 0.38% |
+271,792
| New | +$52.8M |
|
|
11
Moderna
MRNA
$57.9B
| $2.35M | 0.02% |
83,000
-80,000
| -49% | -$2.84M |
|
Similar funds
Duan Yongping's Q1 2025 Portfolio in Review
As of Q1 2025, Duan Yongping held 11 positions worth $12B, down 17% from $14.5B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping withdrew a net $1.99B in Q1 2025, reducing 6 holdings. Its largest reduction was Apple, cutting an estimated $1.54B.
By sector, the portfolio is most concentrated in Technology at 65% of assets, down from 70% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Duan Yongping opened a new position in Microsoft worth $112M.
- Duan Yongping's largest Q1 2025 buy was Microsoft: 299,200 shares worth $112M.
- Duan Yongping added most to Pinduoduo in Q1 2025, an estimated $60.3M increase.
- Duan Yongping's biggest Q1 2025 reduction was Apple, cutting an estimated $1.54B.
- Duan Yongping's ten largest holdings make up 100% of its $12B portfolio in Q1 2025.
- Duan Yongping opened 3 new positions and closed 0 in Q1 2025.
- Duan Yongping's portfolio value fell 17% quarter-over-quarter to $12B.
Based on H&H International Investment's 13F filing for Q1 2025, filed 15 May 2025.