← Superinvestors
DY
Duan Yongping
H&H International Investment
Periodo
Q1 2026
Valore portafoglio
$20.00B
Titoli
19
Attività
15 acquisti · 4 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | AAPL APPLE INC | 36.72% | Reduce 10.55% | 28,945,607 | $7.35B |
| 2 | BRK/B BERKSHIRE HATHAWAY INC DEL | 21.91% | Add 27.47% | 9,147,796 | $4.38B |
| 3 | NVDA NVIDIA CORPORATION | 12.07% | Add 91.29% | 13,843,775 | $2.41B |
| 4 | PDD PDD HOLDINGS INC | 10.09% | Add 71.18% | 19,748,294 | $2.02B |
| 5 | TSLA TESLA INC | 6.34% | Buy | 3,408,900 | $1.27B |
| 6 | GOOG ALPHABET INC | 5.31% | Add 99.74% | 3,706,000 | $1.06B |
| 7 | OXY OCCIDENTAL PETE CORP | 3.33% | Reduce 22.1% | 10,261,500 | $667.0M |
| 8 | MSFT MICROSOFT CORP | 1.88% | Add 18.28% | 1,016,000 | $376.1M |
| 9 | UNH UNITEDHEALTH GROUP INC | 0.81% | Buy | 601,400 | $162.7M |
| 10 | DIS DISNEY WALT CO | 0.73% | Add 112.33% | 1,511,800 | $145.7M |
| 11 | CREDO TECHNOLOGY GROUP HOLDI | 0.35% | Add 431.63% | 751,200 | $70.5M |
| 12 | TSM TAIWAN SEMICONDUCTOR MANUFAC | 0.26% | Reduce 87.65% | 151,200 | $51.1M |
| 13 | CRCL CIRCLE INTERNET GROUP INC | 0.1% | Buy | 200,000 | $19.1M |
| 14 | PLTR PALANTIR TECHNOLOGIES INC | 0.04% | Buy | 60,000 | $8.8M |
| 15 | SNPS SYNOPSYS INC | 0.02% | Buy | 10,000 | $4.0M |
| 16 | CRWD CROWDSTRIKE HLDGS INC | 0.02% | Buy | 10,000 | $3.9M |
| 17 | SNOW SNOWFLAKE INC | 0.01% | Buy | 10,000 | $1.5M |
| 18 | TEM TEMPUS AI INC | 0% | Reduce 81.82% | 20,000 | $904,400 |
| 19 | INOD INNODATA INC | 0% | Buy | 10,000 | $386,200 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.