Duan Yongping
H&H International Investment · Concentrated long-term value Runs a highly concentrated 13F equity book dominated by Apple and Berkshire Hathaway; widely dubbed "China's Warren Buffett."
Duan Yongping is a Chinese-American billionaire entrepreneur and electrical engineer who founded BBK Electronics Group and its brands Oppo, Vivo, OnePlus, and Realme, and earlier turned Subor Electronics into a leading maker of learning computers. Known as the "Chinese Buffett" for his investing success and philanthropy, he famously paid $620,100 in 2007 to have lunch with Warren Buffett, with the proceeds donated to charity. Through H&H International Investment he runs a highly concentrated US equity portfolio led by Apple and Berkshire Hathaway.
显示全部 18 个申报的 13(f) 持仓；TradingPilot 只为其中 11 个与其整理过的公司库匹配的持仓建立链接——并未使用需付费授权的 CUSIP↔代码对照库。未匹配的持仓按申报原样以纯文本呈现。
组合配置（申报的 13F 股票）
仅含在美国上市的多头股票持仓；不含期权。
- AAPL41.1%
- BERKSHIRE HATHAWAY INC DEL24.2%
- PDD HOLDINGS INC10.0%
- TSLA7.4%
- NVDA6.6%
- ALPHABET INC3.6%
- OCCIDENTAL PETE CORP2.6%
- MSFT1.5%
- CRDO1.0%
- UNITEDHEALTH GROUP INC0.9%
- Others1.2%
申报的 13F 股票市值——这不是回报，也不是管理规模
仅含在美国上市的多头股票持仓；申报有约 45 天的延迟。
| # | 代码 | 证券名称（申报原文） | 占 13F 比例 | 股数 | 申报均价 | 当前 | 金额 | 变动 |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 41.1% | 27,098,707 | $289.36 | $348.91 +20.6% | $7.8B | 减仓 −6% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | 24.2% | 9,229,696 | $500.39 | — | $4.6B | 加仓 +1% |
| 3 | — | PDD HOLDINGS INC | 10.0% | 25,022,094 | $76.28 | — | $1.9B | 加仓 +27% |
| 4 | TSLA | TESLA INC | 7.4% | 3,380,400 | $420.60 | $403.30 -4.1% | $1.4B | 减仓 −1% |
| 5 | NVDA | NVIDIA CORPORATION | 6.6% | 6,280,675 | $200.09 | $213.66 +6.8% | $1.3B | 减仓 −55% |
| 6 | — | ALPHABET INC | 3.6% | 1,968,600 | $353.33 | — | $695.6M | 减仓 −47% |
| 7 | — | OCCIDENTAL PETE CORP | 2.6% | 10,261,500 | $48.57 | — | $498.4M | 维持 +0% |
| 8 | MSFT | MICROSOFT CORP | 1.5% | 754,100 | $373.02 | $530.14 +42.1% | $281.3M | 减仓 −26% |
| 9 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1.0% | 701,200 | $271.95 | $165.29 -39.2% | $190.7M | 减仓 −7% |
| 10 | — | UNITEDHEALTH GROUP INC | 0.9% | 399,600 | $415.63 | — | $166.1M | 新建仓 |
| 11 | DIS | DISNEY WALT CO | 0.9% | 1,706,600 | $96.25 | $110.91 +15.2% | $164.3M | 加仓 +13% |
| 12 | BABA | ALIBABA GROUP HLDG LTD | 0.2% | 301,400 | $95.98 | $99.54 +3.7% | $28.9M | 新建仓 |
| 13 | — | CIRCLE INTERNET GROUP INC | 0.1% | 200,000 | $62.63 | — | $12.5M | 维持 +0% |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | 0.0% | 60,000 | $116.67 | $196.42 +68.4% | $7.0M | 维持 +0% |
| 15 | SNPS | SYNOPSYS INC | 0.0% | 10,000 | $446.07 | $490.19 +9.9% | $4.5M | 维持 +0% |
| 16 | SNOW | SNOWFLAKE INC | 0.0% | 10,000 | $254.50 | $330.27 +29.8% | $2.5M | 维持 +0% |
| 17 | TEM | TEMPUS AI INC | 0.0% | 20,000 | $57.93 | $77.84 +34.4% | $1.2M | 维持 +0% |
| 18 | — | INNODATA INC | 0.0% | 10,000 | $75.58 | — | $755800 | 维持 +0% |
| — | CRWD | CROWDSTRIKE HLDGS INC | — | 0 | — | — | $0 | 已清仓 −100% |
| — | TSM | TAIWAN SEMICONDUCTOR MANUFAC | — | 0 | — | — | $0 | 已清仓 −100% |
申报均价 = 季末的金额 ÷ 股数——这是一个平均值，并非管理人的买入或卖出价。
“当前”显示的是自申报季末以来该股票的价格变动（仅限已匹配的名字）——这是股票本身的涨跌，不是管理人的已实现收益（我们并不知道他们的成本，也不知道他们是否仍持有）。
TradingPilot 对其申报 13F 股票组合的分析
截至 2026Q2，Duan Yongping 申报的 13F 组合持有 18 个股票持仓；其中最大的 5 个占其 89%。
- APPLE INC (AAPL) — 占 13F 的 41.1%
- BERKSHIRE HATHAWAY INC DEL — 占 13F 的 24.2%
- PDD HOLDINGS INC — 占 13F 的 10.0%
- TESLA INC (TSLA) — 占 13F 的 7.4%
- NVIDIA CORPORATION (NVDA) — 占 13F 的 6.6%
本季度：新建 2 个，加仓 3 个，减仓 6 个，清仓 2 个。
- NVIDIA CORPORATION (NVDA) — 减仓 (−7,563,100 股)
- PDD HOLDINGS INC — 加仓 (+5,273,800 股)
- APPLE INC (AAPL) — 减仓 (−1,846,900 股)
- ALPHABET INC — 减仓 (−1,737,400 股)
- MICROSOFT CORP (MSFT) — 减仓 (−261,900 股)