Duan Yongping – H&H International Investment Portfolio Activity & Recent Trades (Jun 30, 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 – PDD Holdings Inc. (PDD), Apple Inc. (AAPL), Alphabet Inc. (GOOG), NVIDIA Corporation (NVDA)
Reductions – Taiwan Semiconductor Manufactur (TSM), Microsoft Corporation (MSFT), Alibaba Group Holding Limited (BABA), Occidental Petroleum Corporatio (OXY)
Complete Exits – Moderna, Inc. (MRNA)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
H&H International Investment Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | PDD PDD Holdings Inc. | Buy | +908,794+11.7% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Buy | +894,426+2.6% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Buy | +834,800+75.2% |
Q2 2025Jun 30, 2025 | NVDA NVIDIA Corporation | Buy | +319,700+49.6% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Sell | -11,808-4.3% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell | -20,000-6.7% |
Q2 2025Jun 30, 2025 | MRNA Moderna, Inc. | Sell - Position Exit | -83,000-100.0% |
Q2 2025Jun 30, 2025 | BABA Alibaba Group Holding Limited | Sell | -235,900-5.9% |
Q2 2025Jun 30, 2025 | OXY Occidental Petroleum Corporatio | Sell | -270,000-2.0% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Buy - Position Entry | +34,224,181 |
Q1 2025Mar 31, 2025 | OXY Occidental Petroleum Corporatio | Buy - Position Entry | +13,826,100 |
Q1 2025Mar 31, 2025 | PDD PDD Holdings Inc. | Buy - Position Entry | +7,753,900 |
Q1 2025Mar 31, 2025 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +3,982,130 |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +3,381,300 |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Buy - Position Entry | +1,110,600 |
Q1 2025Mar 31, 2025 | DIS Walt Disney Company (The) | Buy - Position Entry | +723,000 |
Q1 2025Mar 31, 2025 | NVDA NVIDIA Corporation | Buy - Position Entry | +645,100 |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Buy - Position Entry | +299,200 |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +271,792 |
Q1 2025Mar 31, 2025 | MRNA Moderna, Inc. | Buy - Position Entry | +83,000 |
Q4 2024Dec 31, 2024 | MRNA Moderna, Inc. | Sell - Position Exit | -97,700-100.0% |
Q4 2024Dec 31, 2024 | DIS Walt Disney Company (The) | Sell - Position Exit | -748,500-100.0% |
Q4 2024Dec 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -3,782,100-100.0% |
Q4 2024Dec 31, 2024 | PDD PDD Holdings Inc. | Sell - Position Exit | -3,907,600-100.0% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell - Position Exit | -5,066,300-100.0% |
Q4 2024Dec 31, 2024 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -5,443,730-100.0% |
Q4 2024Dec 31, 2024 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -9,223,700-100.0% |
Q4 2024Dec 31, 2024 | AAPL Apple Inc. | Sell - Position Exit | -52,769,155-100.0% |
Q3 2024Sep 30, 2024 | OXY Occidental Petroleum Corporatio | Buy | +7,680,598+497.7% |
Q3 2024Sep 30, 2024 | PDD PDD Holdings Inc. | Buy | +3,804,600+3693.8% |