Duane Yongping's Q4 2025 portfolio revealed: Reduced Apple holdings, went all-in on NVIDIA! Duane's latest moves are out, and the info is massive: AI maxed out: The boldest move this quarter was NVIDIA, with shares skyrocketing by 1111%! Over $1.2 billion added to the position. At the same time, Microsoft and TSMC also saw significant increases. Clearly, Duane has shifted from observing to heavy investment in the AI sector. Apple is still the favorite, but profits have been taken: Apple still holds 50.3% of the portfolio, dominating the landscape, though 7% was sold off this quarter. It seems more like an optimization of asset allocation after selling at a high. Chinese stocks: Continued to increase holdings in Pinduoduo (+35%), but reduced Alibaba. Pinduoduo's position is now similar to NVIDIA's. Cash cows and defense: Berkshire Hathaway's position was bumped up to 20.6%, solidifying its spot as the second-largest holding, showcasing strong defensive strategy. Summary: Trimmed some old money (Apple, oil), went all-in on new money (computing power, AI). Previously said he didn’t fully understand AI, but now he’s diving in with heavy investments.