Duan Yongping's Fund Reports $20.04B Portfolio in Q1, Increases NVDA by 91%, Clears Alibaba

According to its 13F filing with the SEC on May 19, Duan Yongping's H&H International Investment LLC reported a portfolio valued at approximately $20.04 billion across 19 holdings in the first quarter of 2026. Apple (AAPL), Berkshire Hathaway (BRK.B), Nvidia (NVDA), PDD Holdings (PDD), and Alphabet (GOOG) remain the top five positions, collectively accounting for nearly 90% of the portfolio.

The fund significantly increased Nvidia to $2.414 billion (12.07% of portfolio) by adding 6.6 million shares, a 91.29% increase, while raising PDD to $2.018 billion with 8.21 million additional shares, a 71.18% increase. Meanwhile, the fund completely cleared Alibaba (BABA) and substantially reduced positions in ASML and Coreweave.