Smart Money · Value investors
Duan Yongping
H&H International Investment
01
13F holdings
H&H International Investment, LLC · period 2026-06-30 (filed 2026-08-14)
13F portfolio value$19.1B18 positions
Top-10 weight98.8%Concentration
New / added1 / 3vs 2026-03-31
Trimmed / sold out7 / 2vs 2026-03-31
Top 18 positions
| Ticker | Name | Value | Weight | Change | Share change |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $7.8B | 41.1% | Trimmed | -6.4% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | $4.6B | 24.2% | Added | +0.9% |
| PDD | PDD HOLDINGS INC | $1.9B | 10.0% | Added | +26.7% |
| TSLA | TESLA INC | $1.4B | 7.4% | Trimmed | -0.8% |
| NVDA | NVIDIA CORPORATION | $1.3B | 6.6% | Trimmed | -54.6% |
| GOOG | ALPHABET INC | $696M | 3.6% | Trimmed | -46.9% |
| OXY | OCCIDENTAL PETE CORP | $498M | 2.6% | Held | – |
| MSFT | MICROSOFT CORP | $281M | 1.5% | Trimmed | -25.8% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $191M | 1.0% | Trimmed | -6.7% |
| UNH | UNITEDHEALTH GROUP INC | $166M | 0.9% | Trimmed | -33.6% |
| DIS | DISNEY WALT CO | $164M | 0.9% | Added | +12.9% |
| BABA | ALIBABA GROUP HLDG LTD | $29M | 0.2% | New | – |
| CRCL | CIRCLE INTERNET GROUP INC | $13M | 0.1% | Held | – |
| PLTR | PALANTIR TECHNOLOGIES INC | $7M | 0.0% | Held | – |
| SNPS | SYNOPSYS INC | $4M | 0.0% | Held | – |
| SNOW | SNOWFLAKE INC | $3M | 0.0% | Held | – |
| TEM | TEMPUS AI INC | $1M | 0.0% | Held | – |
| INOD | INNODATA INC | $755,800 | 0.0% | Held | – |
New this quarter (by value)
| Ticker | Name | Value | Weight | Change | Share change |
|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $29M | 0.2% | New | – |
Sold out this quarter (by prior value)
13F covers US long positions only (options at notional value). No shorts, cash or foreign assets; filed within 45 days of quarter end.
Original filings: 13F-HR（2026-08-14）