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Focused investors/Duan Yongping

Duan Yongping - H&H International Investment

As of Q2 2026, Duan Yongping reported 18 long-equity positions worth $19.1B in aggregate.

Copy-investor backtest

Latest quarter
+0.04%
1-year
+21.24%
3-year
+59.73%
5-year
+83.96%
3-year vs S&P 500
-14.46%
5-year vs S&P 500
+9.87%
5-year top 5
+83.56%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
NVDANVIDIA CORPORATIONReduce -54.6%6.58%6,280,675$1.26B$200.09$171.37 - $236.54(44%)$175.75 -> $200.09
GOOGALPHABET INCReduce -46.9%3.64%1,968,600$695.57M$353.33$287.57 - $404.47(56%)$294.90 -> $353.33
AAPLAPPLE INCReduce -6.4%41.05%27,098,707$7.84B$289.36$245.70 - $316.94(61%)$255.63 -> $289.05
CRWDCROWDSTRIKE HLDGS INCSold0$0-
TSMTAIWAN SEMICONDUCTOR MANUFACSold0$0-
MSFTMICROSOFT CORPReduce -25.8%1.47%754,100$281.29M$373.02$349.20 - $466.32(20%)$369.37 -> $373.02
UNHUNITEDHEALTH GROUP INCReduce -33.6%0.87%399,600$166.09M$415.63$270.76 - $427.81(92%)$273.98 -> $415.63
CRDOCREDO TECHNOLOGY GROUP HOLDIReduce -6.7%1.00%701,200$190.69M$271.95$91.09 - $308.67(83%)$95.92 -> $271.95
TSLATESLA INCReduce -0.8%7.44%3,380,400$1.42B$420.60$337.24 - $453.40(72%)$381.26 -> $420.60