Duan Yongping's Q2 Portfolio Overview: Increased Holdings in Pinduoduo, Significant Reductions in Nvidia, Google, and Other Tech Stocks

BlockBeats News, August 15: Renowned investor Duan Yongping's H&H International Investment LLC submitted its Q2 2026 13F portfolio report to the U.S. Securities and Exchange Commission (SEC). The report shows that as of June 30, H&H International Investment held a total of 18 stocks, with a total 13F portfolio market value of approximately $19.1 billion, a slight decrease from $20 billion at the end of the previous quarter. Apple remains the largest holding, with a market value of approximately $7.84 billion, accounting for 41.05% of the portfolio. Berkshire Hathaway Class B shares rank second, with a market value of approximately $4.62 billion, accounting for 24.18%. Pinduoduo ranks third, with a market value of approximately $1.91 billion, accounting for 9.99%. Tesla and Nvidia rank fourth and fifth, respectively. In terms of portfolio changes, Pinduoduo became the stock with the largest increase in holdings during Q2. H&H International Investment increased its holdings in Pinduoduo by 5.2738 million shares, bringing the total to 25.0221 million shares, an increase of 26.71%. By the end of Q2, Pinduoduo had become the third-largest holding in the portfolio, accounting for nearly 10%. Duan Yongping also repurchased Alibaba in Q2. Data shows that a new position of 301,400 Alibaba shares was established, with an end-of-quarter market value of approximately $28.93 million. Duan Yongping continued to significantly reduce holdings in some tech giants. Apple saw a slight reduction of 1.8469 million shares in Q2, bringing the total holdings down to 27.0987 million shares, a decrease of 6.38%. Nvidia experienced a substantial reduction of 7.5631 million shares, with holdings decreasing by 54.63%. The end-of-quarter market value of Nvidia holdings was approximately $1.257 billion, with its portfolio proportion dropping from 12.07% at the end of Q1 to 6.58%, falling from the third-largest holding to the fifth. Google Class C shares were also significantly reduced. H&H International Investment reduced its Google Class C holdings by 1.7374 million shares in Q2, a reduction of 46.88%. The end-of-quarter market value of these holdings was approximately $696 million, with its portfolio proportion dropping from 5.31% to 3.64%. Meanwhile, Microsoft was reduced by 25.78%, with holdings decreasing to 754,100 shares. Additionally, Duan Yongping fully exited positions in TSMC, previously holding 151,200 shares, and CrowdStrike, previously holding 40,000 shares.