Duan Yongping's 130 billion yuan holdings revealed: adds Pinduoduo, reduces Apple, exits TSMC
- PANews, citing Red Star News, reported that Duan Yongping's H&H International Investment disclosed second-quarter 13F holdings with a total market value of $19.101 billion, or about RMB 130 billion.
- The portfolio held 18 companies at quarter-end, down from about $20 billion at the end of the first quarter.
- Apple remained the largest position at about $7.84 billion, followed by Berkshire Hathaway Class B shares at about $4.62 billion and Pinduoduo at about $1.91 billion.
- Compared with the end of the first quarter, Duan Yongping cut 1.8469 million Apple shares, reduced Nvidia by 7.5631 million shares, and trimmed Google by more than 1.7 million shares.
- He fully exited TSMC and cloud security company CrowdStrike, while adding 5.2738 million Pinduoduo shares and reopening a position in Alibaba with 301,400 shares.
- In market terms, the disclosure is broadly neutral, though it may be read as supportive for Pinduoduo and mildly negative for Apple, Nvidia and TSMC sentiment.
PANews, citing Red Star News, reported that Duan Yongping's H&H International Investment disclosed its latest second-quarter 13F filing. The portfolio was valued at $19.101 billion, or about RMB 130 billion, and held 18 companies at the end of the quarter.
Apple remained the largest holding, followed by Berkshire Hathaway Class B shares and Pinduoduo. The filing also showed that Apple, Nvidia and Google were reduced during the quarter, while TSMC and CrowdStrike were fully exited.
On the buying side, Duan Yongping increased his Pinduoduo position by 5.2738 million shares and reopened a position in Alibaba. The disclosure is broadly neutral for markets overall, though it may be viewed as a positive signal for Pinduoduo and a mild negative signal for Apple, Nvidia and TSMC sentiment.
段永平1300亿元持仓曝光：加仓拼多多，减持苹果，清仓台积电
PANews援引红星新闻称，段永平旗下H&H International Investment披露了最新的二季度13F持仓。该组合期末市值为191.01亿美元，约合人民币1300亿元，持有18家公司。
苹果仍是第一大持仓，伯克希尔哈撒韦B类股和拼多多分列其后。文件显示，二季度内苹果、英伟达和谷歌均被减持，台积电和CrowdStrike则被清仓。
增持方面，段永平加仓了527.38万股拼多多，并重新买入阿里巴巴。就市场影响而言，这份披露整体偏中性，但对拼多多可能带来一定情绪利好，对苹果、英伟达和台积电则可能形成轻微情绪压力。