Duan Yongping – H&H International Investment Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the H&H International Investment portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 17, 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 Q4 2025, the filing reported:
New Buys – Credo Technology, Tempus AI, Inc.
Increases – Berkshire Hathaway Inc. New, Alphabet Inc., Microsoft Corporation, NVIDIA Corporation, PDD Holdings Inc., and 1 more
Reductions – Apple Inc., ASML, Alibaba Group Holding Limited, Walt Disney Company (The), Occidental Petroleum Corporatio
Complete Exits –
None reported
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 |
|---|---|---|---|---|---|---|---|
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 |
Q4 2025 | OXY Occidental Petroleum Corporatio | Occidental Petroleum Corporatio | Sell | -383,500 | -2.8% | $541.66M | 13,172,600 |
Q4 2025 | PDD PDD Holdings Inc. | PDD Holdings Inc. | Buy | +2,962,500 | +34.6% | $1.31B | 11,536,694 |
Q4 2025 | TEM Tempus AI, Inc. | Tempus AI, Inc. | Buy - Position Entry | +110,000 | - | $6.50M | 110,000 |
Q4 2025 | TSM Taiwan Semiconductor Manufactur | Taiwan Semiconductor Manufactur | Buy | +964,400 | +370.9% | $372.08M | 1,224,384 |
Q3 2025 | AAPL Apple Inc. | Apple Inc. | Sell | -289,500 | -0.8% | $8.87B | 34,829,107 |
Q3 2025 | ASML ASML | ASML | Buy - Position Entry | +80,000 | - | $77.45M | 80,000 |
Q3 2025 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Sell | -968,900 | -25.9% | $496.39M | 2,777,330 |
Q3 2025 | BRK-B Berkshire Hathaway Inc. New | Berkshire Hathaway Inc. New | Buy | +1,810,000 | +53.5% | $2.61B | 5,191,300 |
Q3 2025 | GOOG Alphabet Inc. | Alphabet Inc. | Sell | -134,900 | -6.9% | $440.95M | 1,810,500 |
Q3 2025 | NVDA NVIDIA Corporation | NVIDIA Corporation | Sell | -367,000 | -38.0% | $111.54M | 597,800 |
Q3 2025 | PDD PDD Holdings Inc. | PDD Holdings Inc. | Sell | -88,500 | -1.0% | $1.13B | 8,574,194 |
Q2 2025 | AAPL Apple Inc. | Apple Inc. | Buy | +894,426 | +2.6% | $7.21B | 35,118,607 |
Q2 2025 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Sell | -235,900 | -5.9% | $424.86M | 3,746,230 |
Q2 2025 | GOOG Alphabet Inc. | Alphabet Inc. | Buy | +834,800 | +75.2% | $345.09M | 1,945,400 |
Q2 2025 | MRNA Moderna, Inc. | Moderna, Inc. | Sell - Position Exit | -83,000 | -100.0% | $0.00 | - |
Q2 2025 | MSFT Microsoft Corporation | Microsoft Corporation | Sell | -20,000 | -6.7% | $138.88M | 279,200 |
Q2 2025 | NVDA NVIDIA Corporation | NVIDIA Corporation | Buy | +319,700 | +49.6% | $152.43M | 964,800 |
Q2 2025 | OXY Occidental Petroleum Corporatio | Occidental Petroleum Corporatio | Sell | -270,000 | -2.0% | $569.49M | 13,556,100 |
Q2 2025 | PDD PDD Holdings Inc. | PDD Holdings Inc. | Buy | +908,794 | +11.7% | $906.64M | 8,662,694 |
Q2 2025 | TSM Taiwan Semiconductor Manufactur | Taiwan Semiconductor Manufactur | Sell | -11,808 | -4.3% | $58.88M | 259,984 |
Q1 2025 | AAPL Apple Inc. | Apple Inc. | Buy - Position Entry | +34,224,181 | - | $7.60B | 34,224,181 |