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Duan Yongping - H&H International Investment 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 14, 2025, the H&H International Investment portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. 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 2025, the filing reported:

New Buys - None reported

Increases - Apple Inc., Alphabet Inc., NVIDIA Corporation, PDD Holdings Inc.

Reductions - Alibaba Group Holding Limited, Microsoft Corporation, Occidental Petroleum Corporatio, Taiwan Semiconductor Manufactur

Complete Exits - Moderna, Inc.

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 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