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

As of Jun 30, 2025, the H&H International Investment portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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