A U.S. Securities and Exchange Commission filing shows that H&H International Investment, managed by Duan Yongping, held a portfolio worth about $19.1 billion at the end of the second quarter, down from roughly $20 billion at the end of the first quarter. The filing also outlined a round of portfolio changes. H&H added to its positions in PDD Holdings, Berkshire Hathaway Class B, and Disney, while also opening a new stake in Alibaba. At the same time, the firm sharply reduced holdings in Nvidia, Google, and Microsoft, and fully exited Taiwan Semiconductor Manufacturing Co. and CrowdStrike. The disclosure offers a snapshot of how the portfolio was adjusted by the end of the quarter, based on information released by the SEC.
According to a disclosure from the U.S. Securities and Exchange Commission, H&H International Investment, managed by Duan Yongping, held a portfolio worth about $19.1 billion at the end of the second quarter, down from roughly $20 billion at the end of the first quarter.
The filing shows that H&H continued to increase its positions in PDD Holdings, Berkshire Hathaway Class B, and Disney, while opening a new stake in Alibaba. It also sharply cut holdings in Nvidia, Google, and Microsoft, and fully exited Taiwan Semiconductor Manufacturing Co. and CrowdStrike.
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