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date
19/05/2026
Brazilian central bank: We will maintain a tight monetary policy until we are confident that inflation is falling towards our target.
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4 m ago
Duan Yongping managed H&H International Investment LLC submitted the first quarter 13F holdings report for 2026 to the U.S. Securities and Exchange Commission (SEC). The report shows that the total value of its investment portfolio has significantly increased to approximately $20.04 billion from the previous quarter, with the number of holdings increasing from 14 to 19. Apple (AAPL), Berkshire Hathaway (BRK.B), Nvidia (NVDA), Pinduoduo (PDD), and Alphabet (GOOG) continue to be the top five major holdings, accounting for nearly 90% of the portfolio. Apple's holding value is approximately $7.346 billion (36.72% of the portfolio) with 28,945,607 shares, a decrease of about 10.55% from the previous quarter (selling approximately 3.41 million shares); Berkshire Hathaway's holding value is approximately $4.384 billion (21.91% of the portfolio) with 9,147,796 shares, an increase of 27.47% (buying approximately 1.97 million shares). Nvidia became a highlight of the quarter with a holding value of $2.414 billion (12.07% of the portfolio) and 13,843,775 shares, a significant increase of 91.29% (adding approximately 6.6 million shares) greatly increasing the weight of the technology growth sector. Pinduoduo's holding value is approximately $2.018 billion (10.09% of the portfolio) with 19,748,294 shares, an increase of 71.18% (adding approximately 8.21 million shares). In addition, Alphabet holds 3,706,000 shares valued at $1.063 billion, an increase of 99.74%; Tesla (TSLA) is a new major holding with 3,408,900 shares valued at $1.267 billion (6.34% of the portfolio); Occidental Petroleum (OXY) holds 10,261,500 shares valued at approximately $667 million, a decrease of 22.10%. Microsoft (MSFT) holds 1,016,000 shares valued at $376 million, an increase of 18.28%; Disney (DIS) increased by 112.33% to 1,511,800 shares; TSMC (TSM) significantly decreased by 87.65% to 151,200 shares. New or slightly higher positions include Circle Internet Group (200,000 shares), CrowdStrike (10,000 shares), Palantir (60,000 shares), Snowflake (10,000 shares), Synopsys (10,000 shares), Innodata (10,000 shares), etc. Meanwhile, completely exiting or significantly reducing holdings in Alibaba (BABA), ASML, Coreweave, among others. Overall, Duan Yongping continues to prefer high-quality technology, consumer, and value stocks in Q1 by increasing holdings in core assets such as Nvidia, Pinduoduo, and Berkshire Hathaway, and diversifying moderately into emerging AI-related assets, reflecting his long-term value investment philosophy in the current market environment. The changes in the holdings of H&H International Investment reflect continued optimism for U.S. tech giants and high-quality Chinese internet companies. The 13F filing is public information that reflects holdings at the end of the quarter and does not represent real-time trading or complete investment strategy.
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