Second-quarter 13F filings showed fresh portfolio moves by veteran investor Duan Yongping. According to a report cited by PANews from Red Star News, H&H International Investment, the firm managed by Duan, held positions in 18 companies as of the end of the second quarter of 2026, with a total portfolio value of $19.101 billion, or about RMB 130 billion. That was down from roughly $20 billion at the end of the first quarter.
Apple, Berkshire Hathaway Class B, and PDD remained the fund’s three largest holdings. Apple was valued at about $7.84 billion and accounted for 41.05% of the portfolio. Berkshire Hathaway Class B stood at about $4.62 billion, or 24.18%, while PDD was worth about $1.91 billion, or 9.99%.
Compared with the end of the first quarter, Duan cut 1.8469 million Apple shares. In the second quarter, he also reduced NVIDIA by 7.5631 million shares and cut Alphabet by more than 1.7 million shares. He fully exited Taiwan Semiconductor Manufacturing Co. and cloud security company CRWD. On the buy side, he added 5.2738 million PDD shares, lifting that position by 26.71% from the prior quarter, and he also re-entered Alibaba with a new position of 301,400 shares valued at about $28.93 million at quarter-end.
Fresh second-quarter 13F disclosures from U.S. institutional investors revealed the latest portfolio adjustments by veteran investor Duan Yongping, according to Red Star News.
As of the end of the second quarter of 2026, H&H International Investment, which Duan manages, held stakes in 18 companies with a total market value of $19.101 billion, equivalent to about RMB 130 billion. The figure was down from roughly $20 billion at the end of the first quarter.
Apple, Berkshire Class B and PDD remained the top holdings
Apple, Berkshire Hathaway Class B and PDD ranked as the portfolio’s three biggest positions. Apple was valued at about $7.84 billion, making up 41.05% of the portfolio. Berkshire Hathaway Class B stood at about $4.62 billion, accounting for 24.18%, while PDD was worth about $1.91 billion, or 9.99%.
Duan cut Apple, NVIDIA and Alphabet, and exited TSMC and CRWD
Compared with the end of the first quarter, Duan reduced his Apple position by 1.8469 million shares. During the second quarter, he also cut 7.5631 million NVIDIA shares and reduced Alphabet by more than 1.7 million shares.
He also fully exited Taiwan Semiconductor Manufacturing Co. and cloud security firm CRWD.
He added to PDD and bought back into Alibaba
On the buying side, Duan added 5.2738 million PDD shares, increasing that holding by 26.71% from the previous quarter.
He also bought Alibaba again. Data showed he opened a new Alibaba position of 301,400 shares, with the stake valued at about $28.93 million at the end of the quarter.
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