Bullish
Duan Yongping Boosts Pinduoduo Stake 26.71% While Exiting TSMC and CRWD
08-16
H&H International Investment’s Q2 portfolio hits $19.1B, featuring a 26.71% surge in Pinduoduo shares, alongside full exits from TSMC and CRWD and reduced Apple positions.
Woofun AI data shows that H&H International Investment, managed by Duan Yongping, reported a total portfolio market capitalization of $19.101 billion as of the end of Q2 2026, holding stakes in 18 companies. The top three positions remained Apple, Berkshire Hathaway Class B shares, and Pinduoduo, accounting for 41.05%, 24.18%, and 9.99% of the portfolio respectively.
During the quarter, Duan Yongping increased his Pinduoduo holdings by 5.2738 million shares, marking a 26.71% quarterly rise, and acquired 301,400 new Alibaba shares valued at approximately $28.93 million. Conversely, he reduced his Apple position by 1.8469 million shares, cut NVIDIA holdings by 7.5631 million shares, and decreased Google stakes by over 1.7 million shares. He also completely divested from TSMC and CRWD.
WOOFUN AI
Impact Assessment · Quick Read
The significant increase in Pinduoduo exposure suggests a strategic bet on Chinese e-commerce resilience amid broader tech sector rotations. The complete exit from TSMC and CrowdStrike indicates a potential shift away from semiconductor and cybersecurity bets, possibly due to valuation concerns or portfolio rebalancing. The reduction in Apple and NVIDIA holdings further highlights a cautious approach toward high-cap US tech giants, while the addition of Alibaba signals renewed confidence in Chinese internet assets.
Generated by WOOFUN AI · For reference only, not investment advice
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