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
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AAPL
Apple Inc.
|
Sell |
-1,846,900
|
|
Q2 2026
|
BABA
Alibaba Group Holding Limited
|
Buy - Position Entry |
+301,400
|
|
Q2 2026
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+81,900
|
|
Q2 2026
|
CRWD
CrowdStrike Holdings, Inc.
|
Sell - Position Exit |
-10,000
|
|
Q2 2026
|
DIS
Walt Disney Company (The)
|
Buy |
+194,800
|
|
Q2 2026
|
G25457105
Credo Technology
|
Sell |
-50,000
|
|
Q2 2026
|
GOOG
Alphabet Inc.
|
Sell |
-1,737,400
|
|
Q2 2026
|
MSFT
Microsoft Corporation
|
Sell |
-261,900
|
|
Q2 2026
|
NVDA
NVIDIA Corporation
|
Sell |
-7,563,100
|
|
Q2 2026
|
PDD
PDD Holdings Inc.
|
Buy |
+5,273,800
|
|
Q2 2026
|
TSLA
Tesla, Inc.
|
Sell |
-28,500
|
|
Q2 2026
|
TSM
Taiwan Semiconductor Manufactur
|
Sell - Position Exit |
-151,200
|
|
Q2 2026
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-201,800
|