Duan Yongping - H&H International Investment 13F Activity & Position Changes (Q4 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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2025
|
AAPL
Apple Inc.
|
Sell |
-2,470,600
|
|
Q4 2025
|
ASML
ASML
|
Sell |
-70,100
|
|
Q4 2025
|
BABA
Alibaba Group Holding Limited
|
Sell |
-216,830
|
|
Q4 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+1,984,896
|
|
Q4 2025
|
DIS
Walt Disney Company (The)
|
Sell |
-11,000
|
|
Q4 2025
|
G25457105
Credo Technology
|
Buy - Position Entry |
+141,300
|
|
Q4 2025
|
GOOG
Alphabet Inc.
|
Buy |
+44,900
|
|
Q4 2025
|
MSFT
Microsoft Corporation
|
Buy |
+579,800
|
|
Q4 2025
|
NVDA
NVIDIA Corporation
|
Buy |
+6,639,300
|
|
Q4 2025
|
OXY
Occidental Petroleum Corporatio
|
Sell |
-383,500
|
|
Q4 2025
|
PDD
PDD Holdings Inc.
|
Buy |
+2,962,500
|
|
Q4 2025
|
TEM
Tempus AI, Inc.
|
Buy - Position Entry |
+110,000
|
|
Q4 2025
|
TSM
Taiwan Semiconductor Manufactur
|
Buy |
+964,400
|