Duang Yongping Q1 Holdings Overview: Increased Holdings in Nvidia and Pinduoduo, Fully Sold Holdings in Alibaba and Other Core Stocks

BlockBeats news, on May 19, H&H International Investment LLC, managed by Duan Yongping, submitted its Q1 2026 13F holdings report to the U.S. Securities and Exchange Commission (SEC). The report shows that the total value of its investment portfolio is approximately $20.004 billion, a significant increase compared to the previous quarter, with the number of holdings rising from 14 to 19. Apple (AAPL), Berkshire Hathaway (BRK.B), Nvidia (NVDA), Pinduoduo (PDD), and Alphabet (GOOG) remain the top five major holdings, accounting for nearly 90% in total. Among them, the market value of Apple's position is about $7.346 billion (36.72%), with 28,945,607 shares held, a decrease of about 10.55% from the previous quarter (a reduction of approximately 3.41 million shares); Berkshire Hathaway's position is about $4.384 billion (21.91%), with 9,147,796 shares held, an increase of 27.47% (an addition of about 1.97 million shares).

Nvidia became the highlight of this quarter, with a position value of $2.414 billion (12.07%), 13,843,775 shares held, a significant increase of 91.29% (an addition of about 6.6 million shares), greatly boosting the weighting of the technology growth sector. Pinduoduo's position value is approximately $2.018 billion (10.09%), with 19,748,294 shares held, up 71.18% (an addition of about 8.21 million shares). In addition, Alphabet's holding is 3,706,000 shares, with a market value of $1.063 billion, an increase of 99.74%; Tesla (TSLA) is a new major holding this quarter, with 3,408,900 shares held, valued at $1.267 billion (6.34%); Occidental Petroleum (OXY) has 10,261,500 shares held, a market value of about $667 million, a decrease of 22.10%.

In terms of other adjustments, Microsoft (MSFT) held 1,016,000 shares, valued at $376 million, an increase of 18.28%; Disney (DIS) increased its holdings by 112.33% to 1,511,800 shares; TSMC (TSM) sharply reduced its position by 87.65% to 151,200 shares. Newly established or slightly built positions include Circle Internet Group (200,000 shares), CrowdStrike (10,000 shares), Palantir (60,000 shares), Snowflake (10,000 shares), Synopsys (10,000 shares), Innodata (10,000 shares), among others. Meanwhile, stakes in Alibaba (BABA), ASML, Coreweave, and some others were fully cleared or significantly reduced.

Overall, during Q1, Duan Yongping continued to favor high-quality technology, consumer, and value stocks, increasing core assets such as Nvidia, Pinduoduo, and Berkshire, while moderately diversifying into emerging AI-related holdings, reflecting the flexible application of his long-term value investment philosophy in the current market environment. The position changes of H&H International Investment indicate continued optimism toward U.S. tech giants and top Chinese internet companies. This 13F filing is public information, only reflecting holdings at the end of the quarter, and does not represent real-time transactions or a complete investment strategy.