Legendary Entrepreneur and Top Investor China's "Warren Buffett" Duan Yongping Q1 Holdings Overview👀⬇️


Increased holdings in Nvidia, Pinduoduo, newly established position in Circle with a market value of $19.08 million, fully divested from core holdings such as Alibaba
On May 19, Duan Yongping's H&H International Investment LLC submitted its Q1 13F holdings report to the U.S. Securities and Exchange Commission (SEC). The report shows that its total investment portfolio is valued at approximately $20B, a significant increase from the previous quarter, with holdings expanding from 14 to 19 positions.
Apple ($AAPL), Berkshire Hathaway ($BRK.B), Nvidia ($NVDA), Pinduoduo ($PDD), and Alphabet ($GOOG) remain the top five holdings, collectively accounting for nearly 90%. Among them, Apple’s position is valued at about $7.35B (36.72%), with 28,945,607 shares, a decrease of approximately 10.55% (about 3.41 million shares) from the previous quarter; Berkshire Hathaway’s position is valued at approximately $4.38B (21.91%), with 9,147,796 shares, an increase of 27.47% (about 1.97 million shares).
Nvidia was a highlight this quarter, with a position valued at $2.41B (12.07%), holding 13,843,775 shares, a substantial increase of 91.29% (about 6.6 million shares), significantly boosting the weight of the tech growth sector. Pinduoduo’s position is valued at approximately $2.02B (10.09%), with 19,748,294 shares, an increase of 71.18% (about 8.21 million shares). Additionally, Alphabet holds 3,706,000 shares, valued at $1.06B, an increase of 99.74%; Tesla ($TSLA) is a new major holding, with 3,408,900 shares, valued at $1.27B (6.34%); Occidental Petroleum (OXY) holds 10,261,500 shares, valued at about $667 million, a reduction of 22.10%.
Other adjustments include Microsoft ($MSFT) holding 1,016,000 shares, valued at $376 million, an increase of 18.28%; Disney ($DIS) increased by 112.33% to 1,511,800 shares; TSMC ($TSM) significantly reduced by 87.65% to 151,200 shares. New or small-position entries include Circle Internet Group (200,000 shares), CrowdStrike (10,000 shares), Palantir (60,000 shares), Snowflake (10,000 shares), Synopsys (10,000 shares), Innodata (10,000 shares), among others. Meanwhile, Alibaba ($BABA), $ASML , Coreweave, and some other holdings were fully divested or significantly reduced.
Overall, in Q1, Duan Yongping continued to favor high-quality technology, consumer, and value stocks, increasing core holdings in Nvidia, Pinduoduo, Berkshire Hathaway, and diversifying moderately into emerging AI-related assets, reflecting his long-term value investing philosophy with flexible adjustments in the current market environment. The changes in H&H International Investment’s holdings demonstrate ongoing optimism toward U.S. tech giants and high-quality Chinese internet companies. This 13F filing is public information, reflecting holdings at the end of the quarter and does not represent real-time trading or a complete investment strategy.
PDD2.33%
CRCL2.41%
BABA1.9%
AAPL0.35%
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