From Apple's fine-tuning to Circle's first exposure, from Tesla's increased holdings to Bubble Mart becoming the core, this 13F report gives one main impression: no matter how impressive the macro narrative, it ultimately comes down to specific positions and rebalancing discipline.

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What did Duan Yongping buy in 2026? From Circle small positions to AI heavy holdings, a review of the latest holdings and new market signals
This article interprets the key points of Segment Yongping's Q1 2026 13F filing submitted through H&H International Investment:
Eight new positions in U.S. stocks, increasing holdings in Tesla, Nvidia, Pinduoduo, and Berkshire Hathaway, with Apple remaining the largest but slightly adjusted.
First disclosure of Circle holding 200k shares, indicating cautious optimism towards stablecoins and digital payment infrastructure.
Simultaneous expansion in AI and consumer technology targets, such as Palantir, Snowflake, Synopsys, CrowdStrike, Innodata, and others.
Hong Kong stocks Bubble Mart has become a core shift, with the Chinese market replaced by Bubble Mart and China Shenhua fully sold off.
Overall emphasizing a long-term investment framework of high concentration + rebalancing, focusing on opportunities in AI and new financial infrastructure.
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