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
|
+$181M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$138M |
| 3 |
Pinduoduo
PDD
|
+$95.4M |
| 4 |
NVIDIA
NVDA
|
+$40.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$27.9M |
| 2 |
Occidental Petroleum
OXY
|
+$11.3M |
| 3 |
Microsoft
MSFT
|
+$8.69M |
| 4 |
Moderna
MRNA
|
+$2.35M |
| 5 |
TSMC
TSM
|
+$2.19M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 65.51% |
| 2 | Financials | 14.24% |
| 3 | Consumer Discretionary | 11.54% |
| 4 | Energy | 4.94% |
| 5 | Communication Services | 3.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.51T
| $7.21B | 62.47% |
35,118,607
+894,426
| +3% | +$181M |
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.64B | 14.24% |
3,381,300
| – | – |
|
|
3
Pinduoduo
PDD
$126B
| $907M | 7.86% |
8,662,694
+908,794
| +12% | +$95.4M |
|
|
4
Occidental Petroleum
OXY
$61.3B
| $569M | 4.94% |
13,556,100
-270,000
| -2% | -$11.3M |
|
|
5
Alibaba
BABA
$286B
| $425M | 3.68% |
3,746,230
-235,900
| -6% | -$27.9M |
|
|
6
Alphabet (Google) Class C
GOOG
$4.18T
| $345M | 2.99% |
1,945,400
+834,800
| +75% | +$138M |
|
|
7
NVIDIA
NVDA
$5.2T
| $152M | 1.32% |
964,800
+319,700
| +50% | +$40.2M |
|
|
8
Microsoft
MSFT
$3.59T
| $139M | 1.2% |
279,200
-20,000
| -7% | -$8.69M |
|
9
Walt Disney
DIS
$186B
| $89.7M | 0.78% |
723,000
| – | – |
|
|
10
TSMC
TSM
$2.17T
| $58.9M | 0.51% |
259,984
-11,808
| -4% | -$2.19M |
|
|
11
Moderna
MRNA
$57.9B
| – | – |
-83,000
| Closed | -$2.35M |
|
Similar funds
Duan Yongping's Q2 2025 Portfolio in Review
As of Q2 2025, Duan Yongping held 11 positions worth $11.5B, down 3.9% from $12B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Duan Yongping deployed $402M of net new capital in Q2 2025, adding to 4 existing holdings.
By sector, the portfolio is most concentrated in Technology at 66% of assets, up from 65% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Alibaba, an estimated $27.9M trimmed.
- Duan Yongping added most to Apple in Q2 2025, an estimated $181M increase.
- Duan Yongping's biggest Q2 2025 reduction was Alibaba, cutting an estimated $27.9M.
- Duan Yongping fully exited Moderna in Q2 2025, selling an estimated $2.35M.
- Duan Yongping's ten largest holdings make up 100% of its $11.5B portfolio in Q2 2025.
- Duan Yongping opened 0 new positions and closed 1 in Q2 2025.
- Duan Yongping's portfolio value fell 3.9% quarter-over-quarter to $11.5B.
Based on H&H International Investment's 13F filing for Q2 2025, filed 14 Aug 2025.