1 follower

Duan Yongping - H&H International Investment 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the H&H International Investment portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 19, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - Circle, CrowdStrike Holdings, Inc., Innodata Inc., Palantir Technologies Inc., Snowflake Inc., and 3 more

Increases - Berkshire Hathaway Inc. New, Walt Disney Company (The), Credo Technology, Alphabet Inc., Microsoft Corporation, and 2 more

Reductions - Apple Inc., Occidental Petroleum Corporatio, Tempus AI, Inc., Taiwan Semiconductor Manufactur

Complete Exits - ASML, Alibaba Group Holding Limited

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	AAPL Apple Inc.	Apple Inc.	Sell	-3,412,900	-10.5%	$7.35B	28,945,607
Q1 2026	ASML ASML	ASML	Sell - Position Exit	-9,900	-100.0%	$0.00	-
Q1 2026	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell - Position Exit	-2,560,500	-100.0%	$0.00	-
Q1 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+1,971,600	+27.5%	$4.38B	9,147,796
Q1 2026	CRCL Circle	Circle	Buy - Position Entry	+200,000	-	$19.08M	200,000
Q1 2026	CRWD CrowdStrike Holdings, Inc.	CrowdStrike Holdings, Inc.	Buy - Position Entry	+10,000	-	$3.90M	10,000
Q1 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+799,800	+112.3%	$145.71M	1,511,800
Q1 2026	G25457105 Credo Technology	Credo Technology	Buy	+609,900	+431.6%	$70.52M	751,200
Q1 2026	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,850,600	+99.7%	$1.06B	3,706,000
Q1 2026	INOD Innodata Inc.	Innodata Inc.	Buy - Position Entry	+10,000	-	$386.20K	10,000
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+157,000	+18.3%	$376.09M	1,016,000
Q1 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+6,606,675	+91.3%	$2.41B	13,843,775
Q1 2026	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell	-2,911,100	-22.1%	$667.00M	10,261,500
Q1 2026	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+8,211,600	+71.2%	$2.02B	19,748,294
Q1 2026	PLTR Palantir Technologies Inc.	Palantir Technologies Inc.	Buy - Position Entry	+60,000	-	$8.78M	60,000
Q1 2026	SNOW Snowflake Inc.	Snowflake Inc.	Buy - Position Entry	+10,000	-	$1.51M	10,000
Q1 2026	SNPS Synopsys, Inc.	Synopsys, Inc.	Buy - Position Entry	+10,000	-	$3.96M	10,000
Q1 2026	TEM Tempus AI, Inc.	Tempus AI, Inc.	Sell	-90,000	-81.8%	$904.40K	20,000
Q1 2026	TSLA Tesla, Inc.	Tesla, Inc.	Buy - Position Entry	+3,408,900	-	$1.27B	3,408,900
Q1 2026	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-1,073,184	-87.7%	$51.10M	151,200
Q1 2026	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+601,400	-	$162.73M	601,400
Q4 2025	AAPL Apple Inc.	Apple Inc.	Sell	-2,470,600	-7.1%	$8.80B	32,358,507
Q4 2025	ASML ASML	ASML	Sell	-70,100	-87.6%	$10.59M	9,900
Q4 2025	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-216,830	-7.8%	$375.32M	2,560,500
Q4 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+1,984,896	+38.2%	$3.61B	7,176,196
Q4 2025	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-11,000	-1.5%	$81.00M	712,000
Q4 2025	G25457105 Credo Technology	Credo Technology	Buy - Position Entry	+141,300	-	$20.33M	141,300
Q4 2025	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+44,900	+2.5%	$582.22M	1,855,400
Q4 2025	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+579,800	+207.7%	$415.43M	859,000
Q4 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+6,639,300	+1110.6%	$1.35B	7,237,100

Page 1 of 2