Duan Yongping
Q2 2026 13F: 18 holdings worth about $19.1B; that quarter 1 new, 3 added, 7 trimmed, 2 sold out.
13F lists only long positions in US-listed stocks (and some ETFs and convertibles); short positions, cash, bonds, shares listed outside the US and private companies are not shown, so this is not the giant’s whole portfolio.
Why This Giant Is Included
- Rule numbers (Q2 2026): 18 holdings, top 10 = 99%, stocks $19.1B, options 0%; all four rules met
- Source for the value approach: Firm Brochure - Form ADV Part 2A, H&H International Investment, LLC (version date 9/16/2026) (H&H International Investment, LLC (SEC Investment Adviser Public Disclosure, CRD 292451), 2026-09-16, p. 9): “This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value.” (checked 2026-10-11)
Trades in Q2 2026
Sorted by position shift: how many percentage points of the portfolio the trade moved.
How to Read This
Share changes are split-adjusted. Est. trade price = (start + end price) ÷ 2; 13F does not show the actual trade date or price.
| Move | Company | Change in shares | Position shift (pts) |
|---|---|---|---|
| Trimmed | NVDANVIDIA Corp | −7.56M | −7.92 |
| Trimmed | GOOGLAlphabet Inc | −1.74M | −3.21 |
| Trimmed | AAPLApple Inc | −1.85M | −2.80 |
| Added | PDDPDD Holdings Inc | +5.27M | +2.11 |
| Trimmed | MSFTMicrosoft Corp | −261.9K | −0.51 |
| Trimmed | UNHUnitedHealth Group Inc | −201.8K | −0.44 |
| Sold out | TSMTaiwan Semiconductor Manufacturing | −151.2K | −0.38 |
| Added | BRK.BBerkshire Hathaway Inc | +81.9K | +0.21 |
| New | BABAAlibaba Group Holding Ltd | +301.4K | +0.15 |
| Added | DISWalt Disney Co | +194.8K | +0.10 |
| Trimmed | CRDOCredo Technology Group Holding Ltd | −50.0K | −0.07 |
| Trimmed | TSLATesla, Inc | −28.5K | −0.06 |
| Sold out | CRWDCrowdStrike Holdings, Inc | −10.0K | −0.04 |
All Holdings (18 Companies)
Share classes of one company are combined; click a heading to re-sort.
How to Read This
Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; trims do not change the cost. Positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price and are marked ‘start point’. vs cost = quarter-end price ÷ est. average cost − 1, excluding dividends.
| Company | Weight (prev.) | Value | This quarter | Quarter-end price | vs cost |
|---|---|---|---|---|---|
| AAPLApple Inc | 41.1%36.7% | $7.8B | Trimmed −6% | $289.36 | +137% |
| BRK.BBerkshire Hathaway Inc | 24.2%21.9% | $4.6B | Added +1% | $500.39 | +30% |
| PDDPDD Holdings Inc | 10.0%10.1% | $1.9B | Added +27% | $76.28 | −31% |
| TSLATesla, Inc | 7.4%6.3% | $1.4B | Trimmed −1% | $420.60 | +2% |
| NVDANVIDIA Corp | 6.6%12.1% | $1.3B | Trimmed −55% | $200.09 | +11% |
| GOOGLAlphabet Inc | 3.6%5.3% | $695.6M | Trimmed −47% | $353.33 | +59% |
| OXYOccidental Petroleum Corp | 2.6%3.3% | $498.4M | Held | $48.57 | −13% |
| MSFTMicrosoft Corp | 1.5%1.9% | $281.3M | Trimmed −26% | $373.02 | −19% |
| CRDOCredo Technology Group Holding Ltd | 1.0%0.4% | $190.7M | Trimmed −7% | $271.95 | +120% |
| UNHUnitedHealth Group Inc | 0.9%0.8% | $166.1M | Trimmed −34% | $415.63 | +38% |
| DISWalt Disney Co | 0.9%0.7% | $164.3M | Added +13% | $96.25 | −14% |
| BABAAlibaba Group Holding Ltd | 0.2%— | $28.9M | New | $95.98 | −13% |
| CRCLCircle Internet Group, Inc | 0.1%0.1% | $12.5M | Held | $62.63 | −34% |
| PLTRPalantir Technologies Inc | 0.0%0.0% | $7.0M | Held | $116.67 | −28% |
| SNPSSynopsys Inc | 0.0%0.0% | $4.5M | Held | $446.07 | +3% |
| SNOWSnowflake Inc | 0.0%0.0% | $2.5M | Held | $254.50 | +38% |
| TEMTempus AI, Inc | 0.0%0.0% | $1.2M | Held | $57.93 | −17% |
| INODInnodata Inc | 0.0%0.0% | $756K | Held | $75.58 | +96% |
Portfolio Map: Size Is Weight, Colour Is Gain or Loss against Cost
How to Read This
Each block is a company (up to 60); area = portfolio weight. The darker the colour, the further the quarter-end price is above (or below) the estimated cost: light 5–25%, medium 25–100%, darkest over 100%; grey is within 5%.
Over Time
From Q4 2018, 31 quarters (this giant’s electronic 13F filings).
13F Value
Holdings
Top-10 Concentration
Turnover (Est.)
Sector Mix
Quarter by Quarter, with the Original Filings
* = not counted in that quarter’s totals. Links open the original SEC filing; 13F-HR/A is an amendment.
Show 31 Quarters
| Quarter | Holdings | 13F value | SEC |
|---|---|---|---|
| Q2 2026 | 18 | $19.1B | 13F-HR |
| Q1 2026 | 19 | $20.0B | 13F-HR |
| Q4 2025 | 14 | $17.5B | 13F-HR |
| Q3 2025 | 11 | $14.7B | 13F-HR |
| Q2 2025 | 10 | $11.5B | 13F-HR |
| Q1 2025 | 11 | $12.0B | 13F-HR |
| Q4 2024 | 8 | $14.5B | 13F-HR 13F-HR/A |
| Q3 2024 | 8 | $16.5B | 13F-HR |
| Q2 2024 | 9 | $16.6B | 13F-HR |
| Q1 2024 | 9 | $14.2B | 13F-HR |
| Q4 2023 | 9 | $14.5B | 13F-HR |
| Q3 2023 | 9 | $13.3B | 13F-HR |
| Q2 2023 | 8 | $14.8B | 13F-HR |
| Q1 2023 | 9 | $13.3B | 13F-HR |
| Q4 2022 | 8 | $10.8B | 13F-HR |
| Q3 2022 | 8 | $9.5B | 13F-HR |
| Q2 2022 | 8 | $8.6B | 13F-HR |
| Q1 2022 | 8 | $9.4B | 13F-HR |
| Q4 2021 | 12 | $8.1B | 13F-HR |
| Q3 2021 | 11 | $7.8B | 13F-HR |
| Q2 2021 | 10 | $7.9B | 13F-HR |
| Q1 2021 | 9 | $7.2B | 13F-HR |
| Q4 2020 | 14 | $7.0B | 13F-HR |
| Q3 2020 | 13 | $6.2B | 13F-HR |
| Q2 2020 * | 15 | $5.2B | 13F-HR |
| Q1 2020 * | 17 | $2.9B | 13F-HR |
| Q4 2019 * | 11 | $2.0B | 13F-HR |
| Q3 2019 * | 12 | $1.6B | 13F-HR |
| Q2 2019 * | 12 | $1.5B | 13F-HR |
| Q1 2019 * | 9 | $1.1B | 13F-HR |
| Q4 2018 * | 8 | $835.8M | 13F-HR |
Large Positions Sold Out
Positions that once made up 2% or more of the portfolio and were later sold out (latest 40): holding period and what became of the company, without profit or loss.
How to Read This
Sold out means the holding no longer appears on the 13F: it may have been sold, or the company was acquired or delisted. Company status is checked only for companies the giants together once held $100M or more of, from the company’s own SEC filings (for example 8-K item 1.03 = bankruptcy filing); a dash means not checked.
| Company | Held | Peak weight | Company since |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing | Q1 2025 – Q2 2026 | 2% | — |
| BABAAlibaba Group Holding Ltd | Q2 2021 – Q1 2026 | 5% | — |
| BACBank of America Corp | Q1 2020 – Q1 2022 | 2% | — |
| —Exxon Mobil Corp | Q2 2019 – Q1 2022 | 2% | — |
| AMZNAmazon.com Inc | Q4 2018 – Q1 2021 | 16% | — |
| METAMeta Platforms, Inc | Q4 2018 – Q1 2021 | 14% | — |
| DALDelta Air Lines Inc | Q2 2020 – Q1 2021 | 2% | — |