Duan Yongping - H&H International Investment 13F Activity & Position Changes (Q4 2025)
According to the SEC 13F filed on Feb 17, 2026, the H&H International Investment portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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
|