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Duan Yongping - H&H International Investment 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the H&H International Investment portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2026, the filing reported:

New Buys - Alibaba Group Holding Limited

Increases - Berkshire Hathaway Inc. New, Walt Disney Company (The), PDD Holdings Inc.

Reductions - Apple Inc., Credo Technology, Alphabet Inc., Microsoft Corporation, NVIDIA Corporation, and 2 more

Complete Exits - CrowdStrike Holdings, Inc., Taiwan Semiconductor Manufactur

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
Q2 2026	AAPL Apple Inc.	Apple Inc.	Sell	-1,846,900	-6.4%	$7.84B	27,098,707
Q2 2026	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+301,400	-	$28.93M	301,400
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+81,900	+0.9%	$4.62B	9,229,696
Q2 2026	CRWD CrowdStrike Holdings, Inc.	CrowdStrike Holdings, Inc.	Sell - Position Exit	-10,000	-100.0%	$0.00	-
Q2 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+194,800	+12.9%	$164.26M	1,706,600
Q2 2026	G25457105 Credo Technology	Credo Technology	Sell	-50,000	-6.7%	$190.69M	701,200
Q2 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,737,400	-46.9%	$695.57M	1,968,600
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-261,900	-25.8%	$281.29M	754,100
Q2 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-7,563,100	-54.6%	$1.26B	6,280,675
Q2 2026	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+5,273,800	+26.7%	$1.91B	25,022,094
Q2 2026	TSLA Tesla, Inc.	Tesla, Inc.	Sell	-28,500	-0.8%	$1.42B	3,380,400
Q2 2026	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell - Position Exit	-151,200	-100.0%	$0.00	-
Q2 2026	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-201,800	-33.6%	$166.09M	399,600
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

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