Value style

Duan Yongping

H&H International · Buys great companies for less than they're really worth and holds for the long run

13F report Q2 2026Filed with the SEC on 2026-08-14

Portfolio value (US stocks)

$19.1B

Stocks held

New / Added

1 / 2

Trimmed / Sold out

6 / 2

Top 5 holdings: AAPL 41.1%, BRK/B 24.2%, PDD 10.0%, TSLA 7.4%, NVDA 6.6%

Trades in Q2 2026

Compared with the previous quarter's report

BABA

ALIBABA GROUP HLDG LTD

$29M

0.2% of portfolio

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

AAPLTrimmed

APPLE INC · Technology · shares -6%

41.1%

$7.8B

Since report +16.9%

BRK/BHeld

BERKSHIRE HATHAWAY INC DEL · Financial Services

24.2%

$4.6B

Since report -0.0%

PDDAdded

PDD HOLDINGS INC · Consumer Cyclical · shares +27%

10.0%

$1.9B

Since report +1.7%

TSLAHeld

TESLA INC · Consumer Cyclical

7.4%

$1.4B

Since report -17.3%

NVDATrimmed

NVIDIA CORPORATION · Technology · shares -55%

6.6%

$1.3B

Since report +15.3%

GOOGTrimmedNear target

ALPHABET INC · Communication Services · shares -47%

3.6%

$696M

Since report -1.9%

OXYHeld

OCCIDENTAL PETE CORP · Energy

2.6%

$498M

Since report +14.1%

MSFTTrimmed

MICROSOFT CORP · Technology · shares -26%

1.5%

$281M

Since report +39.3%

CREDO TECHNOLOGY GROUP HOLDITrimmed

CREDO TECHNOLOGY GROUP HOLDI · shares -7%

1.0%

$191M

UNHTrimmed

UNITEDHEALTH GROUP INC · Healthcare · shares -34%

0.9%

$166M

Since report -10.4%

DISAdded

DISNEY WALT CO · Communication Services · shares +13%

0.9%

$164M

Since report +10.0%

BABANew buy

ALIBABA GROUP HLDG LTD · Consumer Cyclical

0.2%

$29M

Since report +12.7%

CRCLHeld

CIRCLE INTERNET GROUP INC

0.07%

$13M

PLTRHeld

PALANTIR TECHNOLOGIES INC

0.04%

$7M

SNPSHeld

SYNOPSYS INC · Technology

0.02%

$4M

Since report -6.0%

SNOWHeld

SNOWFLAKE INC · Technology

0.01%

$3M

Since report +36.7%

TEMHeld

TEMPUS AI INC · Healthcare

0.01%

$1M

Since report +44.8%

INODHeld

INNODATA INC · Technology

0.00%

$755,800

Since report -13.4%

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $19.1B

$12.0B

Q1 202511 stocks

$11.5B

Q2 202510 stocks

$14.7B

Q3 202511 stocks

$17.5B

Q4 202514 stocks

$20.0B

Q1 202619 stocks

$19.1B

Q2 202618 stocks

Top holdings’ weight over time

Quarter	AAPL	BRK/B	PDD	TSLA	NVDA
Q2 2026	41.1%	24.2%	10.0%	7.4%	6.6%
Q1 2026	36.7%	21.9%	10.1%	6.3%	12.1%
Q4 2025	50.3%	20.6%	7.5%	–	7.7%
Q3 2025	60.4%	17.8%	7.7%	–	0.8%
Q2 2025	62.5%	14.2%	7.9%	–	1.3%
Q1 2025	63.3%	15.0%	7.6%	–	0.6%

Sector breakdown

Technology

49.1%

Financial Services

24.2%

Consumer Cyclical

17.6%

Communication Services

4.5%

Energy

2.6%

Other / funds / unknown

1.1%

Healthcare

0.9%

Other whales

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice