"AI Trading" becomes a highlight! Duan Yongping's Q4 US stock holdings: Nvidia's holdings surged, establishing positions in CoreWeave, Credo, and Tempus AI, while reducing Apple holdings

K-LinePoet · 2026-02-24T13:29:35+00:00

The investment mogul Duan Yongping's H&H International Investment disclosed its U.S. stock holdings report as of Q4 2025, with a total market value of $17.5 billion. The top ten holdings account for 99.66%. Apple is the largest holding, with a market value of $8.8 billion. H&H significantly increased its holdings in Nvidia and Microsoft, while reducing its position in ASML. Newly added stocks include CoreWeave and Credo Technology.

K-LinePoet

2026-02-24 13:29:35

Abstract generation in progress

The investment tycoon Duan Yongping’s main U.S. stock holdings, H&H International Investment, disclosed its Q4 2025 13F filing. According to the report, H&H’s total U.S. stock holdings in Q4 reached $17.5 billion, up from $14.7 billion in the previous quarter. The portfolio added 3 new stocks, increased holdings in 6 stocks, reduced holdings in 5 stocks, and completely sold out of 0 stocks. The top ten holdings account for 99.66% of the total portfolio value.

Among the top five holdings:

Apple (AAPL.US) ranks first, with approximately 32.36 million shares valued at about $8.8 billion, representing 50.30% of the portfolio, a decrease of 7.09% from the previous quarter.

Berkshire Hathaway (BRK.B.US) ranks second, with about 7.18 million shares valued at approximately $3.6 billion, accounting for 20.63% of the portfolio, an increase of 38.24%.

NVIDIA (NVDA.US) ranks third, with around 7.24 million shares valued at about $1.3 billion, making up 7.72% of the portfolio, a surge of 1110.62% compared to the previous quarter.

Pinduoduo (PDD.US) ranks fourth, with approximately 11.56 million shares valued at about $1.3 billion, representing 7.48% of the portfolio, an increase of 34.55%.

Google-C (GOOG.US) ranks fifth, with about 1.86 million shares valued at around $600 million, accounting for 3.33% of the portfolio, an increase of 2.48%.

In other holdings, H&H significantly increased its positions in Microsoft (MSFT.US) and TSMC (TSM.US), with holdings rising by 207.66% and 370.95%, respectively. It sharply reduced its stake in ASML (ASML.US), decreasing by 87.62%. Additionally, H&H established positions in cloud AI computing leader CoreWeave (CRWV.US), data center interconnection solutions provider Credo Technology (CRDO.US), and AI-assisted precision medical company Tempus AI (TEM.US).

Regarding changes in portfolio proportions, the top five buy-in targets are NVIDIA, Berkshire Hathaway, TSMC, Microsoft, and Google-C.

The top five sell targets are Apple, Occidental Petroleum (OXY.US), Alibaba (BABA.US), ASML, and Disney (DIS.US).

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.