Duan Yongping's Q1 Portfolio Revealed: Apple Still the Top Holding, AI Investments Keep Growing! Recently, the latest Q1 2026 portfolio of value investing guru Duan Yongping has been unveiled! His total portfolio value reached $17.489 billion, a slight increase of 1.17% compared to the previous quarter. His overall style remains steady and focused, with a strong concentration on high-quality companies. Key Highlights: - Apple remains the top holding, accounting for 50.3% of the portfolio, making it the absolute core asset. - AI investments continue to grow: NVIDIA ranks third, with AI-related holdings totaling approximately $3.192 billion, making up 18.26% of the entire portfolio. - The top 10 holdings account for a whopping 98.14% of the portfolio, showcasing Duan Yongping's investment philosophy of "heavy bets on quality companies and long-term growth." In addition to Apple and NVIDIA, he also holds positions in Berkshire Hathaway, Pinduoduo, Google, Microsoft, Alibaba, TSMC, and other high-quality companies. Notably, Pinduoduo and Alibaba remain in the portfolio, reflecting his continued confidence in premium Chinese assets. I’ll always remember one of Duan Yongping’s golden investment quotes: “Dare to buy great companies, hold them long-term, and grow alongside them.” This portfolio once again reinforces Duan Yongping’s consistent value investing style: avoiding trends, focusing on the long term, and maintaining optimism about the future of consumer tech and artificial intelligence.