H&H International Investment Portfolio Shrinks 4.5% in Q2 with Major Tech Rebalancing

Duan Yongping’s firm trimmed portfolio value to $19.1B, exiting TSMC and CrowdStrike while initiating Alibaba positions and reducing NVIDIA and Google stakes.

Woofun AI data shows that H&H International Investment managed assets totaling approximately $19.1 billion at the end of the second quarter, a decline from the roughly $20 billion recorded at the close of the first quarter. The fund increased allocations to Pinduoduo, Berkshire Hathaway Class B shares, and Disney, while initiating new positions in Alibaba.

Concurrently, holdings in NVIDIA, Google, and Microsoft were significantly reduced, and all positions in TSMC and CrowdStrike were fully liquidated.