Duan Yongping - H&H International Investment 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 19, 2026, the H&H International Investment portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AAPL
Apple Inc.
|
Sell |
-3,412,900
|
|
Q1 2026
|
ASML
ASML
|
Sell - Position Exit |
-9,900
|
|
Q1 2026
|
BABA
Alibaba Group Holding Limited
|
Sell - Position Exit |
-2,560,500
|
|
Q1 2026
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+1,971,600
|
|
Q1 2026
|
CRCL
Circle
|
Buy - Position Entry |
+200,000
|
|
Q1 2026
|
CRWD
CrowdStrike Holdings, Inc.
|
Buy - Position Entry |
+10,000
|
|
Q1 2026
|
DIS
Walt Disney Company (The)
|
Buy |
+799,800
|
|
Q1 2026
|
G25457105
Credo Technology
|
Buy |
+609,900
|
|
Q1 2026
|
GOOG
Alphabet Inc.
|
Buy |
+1,850,600
|
|
Q1 2026
|
INOD
Innodata Inc.
|
Buy - Position Entry |
+10,000
|
|
Q1 2026
|
MSFT
Microsoft Corporation
|
Buy |
+157,000
|
|
Q1 2026
|
NVDA
NVIDIA Corporation
|
Buy |
+6,606,675
|
|
Q1 2026
|
OXY
Occidental Petroleum Corporatio
|
Sell |
-2,911,100
|
|
Q1 2026
|
PDD
PDD Holdings Inc.
|
Buy |
+8,211,600
|
|
Q1 2026
|
PLTR
Palantir Technologies Inc.
|
Buy - Position Entry |
+60,000
|
|
Q1 2026
|
SNOW
Snowflake Inc.
|
Buy - Position Entry |
+10,000
|
|
Q1 2026
|
SNPS
Synopsys, Inc.
|
Buy - Position Entry |
+10,000
|
|
Q1 2026
|
TEM
Tempus AI, Inc.
|
Sell |
-90,000
|
|
Q1 2026
|
TSLA
Tesla, Inc.
|
Buy - Position Entry |
+3,408,900
|
|
Q1 2026
|
TSM
Taiwan Semiconductor Manufactur
|
Sell |
-1,073,184
|
|
Q1 2026
|
UNH
UnitedHealth Group Incorporated
|
Buy - Position Entry |
+601,400
|