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Yongping Duan's Q1 Portfolio Overview: Increased Position in NVIDIA and Pinduoduo, Exited Core Holdings such as Alibaba
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BlockBeats News, May 19th - H&H International Investment LLC, managed by Dong Yongping, submitted its 13F holdings report for the first quarter of 2026 to the U.S. Securities and Exchange Commission (SEC). The report shows that the total value of its portfolio is approximately $200.04 billion, a significant increase from the previous quarter, with the number of holdings increasing from 14 to 19. Apple (AAPL), Berkshire Hathaway (BRK.B), NVIDIA (NVDA), Pinduoduo (PDD), and Alphabet (GOOG) remain the top five holdings, accounting for nearly 90% of the portfolio. Among them, Apple's holding value is approximately $7.346 billion (36.72%), with 28,945,607 shares, a decrease of about 10.55% from the previous quarter (selling approximately 3.41 million shares); Berkshire Hathaway's holding value is approximately $4.384 billion (21.91%), with 9,147,796 shares, an increase of 27.47% (buying approximately 1.97 million shares).

NVIDIA was the highlight of this quarter, with a holding value of $2.414 billion (12.07%), holding 13,843,775 shares, a significant increase of 91.29% (buying approximately 6.60 million shares), substantially increasing the weight of the technology growth sector. Pinduoduo's holding value is approximately $2.018 billion (10.09%), with 19,748,294 shares, an increase of 71.18% (buying approximately 8.21 million shares). In addition, Alphabet holds 3,706,000 shares, valued at $1.063 billion, an increase of 99.74%; Tesla (TSLA) is a new major holding, with 3,408,900 shares, valued at $1.267 billion (6.34%); Occidental Petroleum (OXY) holds 10,261,500 shares, with a market value of approximately $667 million, a decrease of 22.10%.

In other adjustments, Microsoft (MSFT) holds 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 significantly reduced its holdings by 87.65% to 151,200 shares. New positions or minor additions 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), and others. At the same time, some positions such as Alibaba (BABA), ASML, and Coreweave were completely divested or significantly reduced.

ソース:BlockBeats

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