Q2 2026 · SEC CIK 0001759760
Duan Yongping portfolio
SuperinvestorWealth managerH&H International Investment, LLC filed on 2026-08-14. Open SEC filings ↗
- Reported 13F value
- $19.1B
- Reported positions
- 18
- Eligible equities
- 18
- Holdings vs S&P 500, 3 years
- -2.2 pts
Average holding period of the top positions: 5.9 yrs. Holdings vs the S&P 500 over 1 and 5 years: +2.5 pts, +2.1 pts.
In its Q2 2026 13F, filed 2026-08-14, H&H International Investment, LLC reported 18 positions worth $19.1B. Its largest holdings were APPLE INC (AAPL, 41.1%), BERKSHIRE HATHAWAY INC DEL (BRK-B, 24.2%), PDD HOLDINGS INC (PDD, 10.0%). Over the last 3 years its top holdings ran 2.2 points a year behind the S&P 500.
Reported holdings in the Q2 2026 13F.
The portfolio weight uses the full reported share-portfolio denominator. Weight changes compare this 13F with the one before it; price moves also change weights, so these are not trade labels. “New” means the position was not in the previous 13F at all; “—” marks a small position the earlier filing data does not cover.
| Stock | % of reported portfolio | Weight change | Reported value |
|---|---|---|---|
| AAPLAPPLE INC | 41.1% | +4.33 pp | $7.8B |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 24.2% | +2.27 pp | $4.6B |
| PDDPDD HOLDINGS INC | 10.0% | -0.09 pp | $1.9B |
| TSLATESLA INC | 7.4% | +1.11 pp | $1.4B |
| NVDANVIDIA CORPORATION | 6.6% | -5.49 pp | $1.3B |
| GOOGALPHABET INC | 3.6% | -1.67 pp | $695.6M |
| OXYOCCIDENTAL PETE CORP | 2.6% | -0.73 pp | $498.4M |
| MSFTMICROSOFT CORP | 1.5% | -0.41 pp | $281.3M |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | 1.0% | +0.65 pp | $190.7M |
| UNHUNITEDHEALTH GROUP INC | 0.9% | +0.06 pp | $166.1M |
| DISDISNEY WALT CO | 0.9% | +0.13 pp | $164.3M |
| BABAALIBABA GROUP HLDG LTD | 0.2% | New | $28.9M |
| CRCLCIRCLE INTERNET GROUP INC | 0.1% | -0.03 pp | $12.5M |
| PLTRPALANTIR TECHNOLOGIES INC | 0.0% | -0.01 pp | $7.0M |
| SNPSSYNOPSYS INC | 0.0% | +0.00 pp | $4.5M |
| SNOWSNOWFLAKE INC | 0.0% | +0.00 pp | $2.5M |
| TEMTEMPUS AI INC | 0.0% | +0.00 pp | $1.2M |
| INODINNODATA INC | 0.0% | +0.00 pp | $756K |
What Duan Yongping bought and sold in Q2 2026, against Q1 2026.
New positions
- BABA Alibaba Group Hldg Ltd0.2% of 13F
Added to
- PDD Pdd Holdings Inc+26.7% shares
- DIS Disney Walt Co+12.9% shares
Reduced
- NVDA Nvidia Corporation Com-54.6% shares
- GOOG Alphabet Inc-46.9% shares
- UNH Unitedhealth Group Inc Com-33.6% shares
- MSFT Microsoft Corp-25.8% shares
- CRDO Credo Technology Group Holdi-6.7% shares
- AAPL Apple Inc-6.4% shares
Sold out
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +22.3% /yr
- S&P 500 +20.1%
- 3 years
- +17.2% /yr
- S&P 500 +20.4%
- 5 years
- +13.2% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Questions about Duan Yongping's portfolio
What stocks does Duan Yongping own?
H&H International Investment, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 18 positions worth $19.1B. The largest are Apple Inc (AAPL) at 41.1%, Berkshire Hathaway Inc Del (BRK-B) at 24.2%, Pdd Holdings Inc (PDD) at 10.0%, Tesla Inc Com (TSLA) at 7.4% and Nvidia Corporation Com (NVDA) at 6.6%.
What did Duan Yongping buy last quarter?
In Q2 2026, H&H International Investment, LLC added a new position in Alibaba Group Hldg Ltd (BABA), Pdd Holdings Inc (PDD) (+26.7% shares) and Disney Walt Co (DIS) (+12.9% shares), compared with its Q1 2026 filing.
What did Duan Yongping sell last quarter?
In Q2 2026, H&H International Investment, LLC sold all of Taiwan Semiconductor Manufac (TSM), sold all of Crowdstrike Hldgs Inc Class A (CRWD), Nvidia Corporation Com (NVDA) (-54.6% shares), Alphabet Inc (GOOG) (-46.9% shares) and Unitedhealth Group Inc Com (UNH) (-33.6% shares), compared with its Q1 2026 filing.
How has Duan Yongping's portfolio performed?
A portfolio copying H&H International Investment, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +13.2% a year against +11.6%.
When is H&H International Investment, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. H&H International Investment, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does H&H International Investment, LLC manage?
H&H International Investment, LLC reported $25.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $19.1B.