Overnight, he spent a staggering $1.2 billion! Duan Yongping’s latest holdings revealed: Say goodbye to Apple, All in on AI!

The investment world is buzzing again! Duan Yongping, often regarded as the “Chinese Buffett,” has just delivered a jaw-dropping report card. This time, he’s no longer the steady “Apple die-hard,” but has transformed into the top player in the AI race!
Core Changes: From “Don’t Understand” to “Full Position”
Remember how Duan used to say “I don’t quite understand AI”? Now it’s clear he not only understands it but has also gone all-in with real cash! The Q4 holdings data just dropped and sparked a frenzy in the investment community:
· All in on AI, without hesitation!
The most eye-catching move this quarter was NVIDIA. Can you believe it? His holdings in NVIDIA skyrocketed 11-fold! This isn’t a tentative buy; it’s a massive bet of over $1.2 billion in a single transaction! At the same time, he increased his positions in Microsoft, TSMC, and other core AI assets. The message couldn’t be clearer: Duan’s AI era has officially begun!
· Reduced Apple, True Love but More Prudent Profit-Taking
Of course, Duan didn’t forget his “first love,” Apple. Although Apple remains his largest holding, accounting for 50.3%, he did trim his position by 7% this quarter. It’s less about doubting Apple and more about taking profits after its new high, swapping some “old money” for future “new bullets.”
· Chinese Concept Stocks: Pinduoduo Rises, Alibaba Loses Favor
In domestic asset allocation, Duan’s moves are equally sharp. He continued to add to Pinduoduo, increasing his stake by 35%, now matching NVIDIA in market value. Meanwhile, Alibaba, once a giant in e-commerce, was slightly reduced. The clear favorite is obvious.
· Strongest Backing: Still the “Cash Cow”
Don’t think that going all-in on AI makes Duan aggressive; his defensive arsenal remains rock solid. Berkshire Hathaway’s position has been increased to 20.6%, firmly holding the second-largest position. With Buffett’s “money tree” in hand, he’s got plenty of confidence to attack.
Summary:
This series of moves is a textbook example of asset switching—reducing traditional “Old Money” (Apple, oil) and aggressively increasing holdings in future “New Money” (AI computing power, semiconductors).
It proves one thing: never view a top investor with a static perspective. When he says “I don’t understand,” it might actually be the night he’s aiming at his target and pulling the trigger. Duan has already made his judgment with $1.2 billion—are you in or out?

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