Geopolitics Alpha

Duan Yongping Portfolio: H&H International Investment 13F Holdings (Q2 2026)

Checked against SEC EDGAR

H&H International Investment reported 18 stock positions worth $19.1B as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 99% of the reported portfolio. Changes are compared with Q1 2026: 1 new, 3 added, 7 reduced, 2 sold out.

13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.

Holdings

TickerCompany% of portfolioValueSharesChange compared with Q1 2026
AAPLAPPLE INC41.05%$7.8B27,098,707Reduced 6%
BRK-BBERKSHIRE HATHAWAY INC DEL24.18%$4.6B9,229,696Added 1%
PDDPDD HOLDINGS INC9.99%$1.9B25,022,094Added 27%
TSLATESLA INC7.44%$1.4B3,380,400Reduced 1%
NVDANVIDIA CORPORATION6.58%$1.3B6,280,675Reduced 55%
GOOGALPHABET INC3.64%$695.6M1,968,600Reduced 47%
OXYOCCIDENTAL PETE CORP2.61%$498.4M10,261,500No change
MSFTMICROSOFT CORP1.47%$281.3M754,100Reduced 26%
CRDOCREDO TECHNOLOGY GROUP HOLDI1.00%$190.7M701,200Reduced 7%
UNHUNITEDHEALTH GROUP INC0.87%$166.1M399,600Reduced 34%
DISDISNEY WALT CO0.86%$164.3M1,706,600Added 13%
BABAALIBABA GROUP HLDG LTD0.15%$28.9M301,400New position
CRCLCIRCLE INTERNET GROUP INC0.07%$12.5M200,000No change
PLTRPALANTIR TECHNOLOGIES INC0.04%$7.0M60,000No change
SNPSSYNOPSYS INC0.02%$4.5M10,000No change
SNOWSNOWFLAKE INC0.01%$2.5M10,000No change
TEMTEMPUS AI INC0.01%$1.2M20,000No change
INODINNODATA INC0.00%$755.8K10,000No change

Sold out

TickerCompany% of portfolioValueShares beforeChange
TSMTAIWAN SEMICONDUCTOR MANUFAC0.00%$0151,200Sold out
CRWDCROWDSTRIKE HLDGS INC0.00%$010,000Sold out

Geopolitical news on Duan Yongping’s top holdings

Source: SEC EDGAR filing 0001759760-26-000007 (CIK 1759760). Values are as reported in the filing.

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