段永平，持仓曝光

Group 1 - H&H International Investment, managed by Duan Yongping, has a total market value of approximately $11.5 billion as of the end of Q2 2025 [1] - The investment portfolio includes ten companies, with Apple being the largest holding at 62.47% of the portfolio, valued at $7.2 billion [2][3] - Other significant holdings include Berkshire Hathaway at 14.24% ($1.64 billion) and Pinduoduo at 7.86% ($906.6 million) [2][3] Group 2 - Duan Yongping increased his positions in Apple, Pinduoduo, Google, and Nvidia during Q2, while reducing holdings in Occidental Petroleum, Alibaba, Microsoft, and TSMC [3][6] - Pinduoduo has seen continuous accumulation over two quarters, reflecting a strategic focus on the company, which is led by Huang Zheng, a protégé of Duan Yongping [6][7] Group 3 - Nvidia was newly added to the portfolio in Q1, and after increasing the position in Q2, it now represents 1.32% of the portfolio, up from 0.58% [8][11] - The stock price of Nvidia has surged over 60% since Q2, reaching historical highs, indicating strong market performance [8] Group 4 - Duan Yongping has continued to reduce his stake in Alibaba, selling 235,900 shares in Q2, bringing the total market value of Alibaba holdings to $569 million [12][13] - The decision to sell is likely influenced by Alibaba's stock price performance, which has seen significant gains over the past year [15] Group 5 - Duan Yongping's investment strategy shows a strong influence from Warren Buffett, as evidenced by holdings in companies like Berkshire Hathaway and Occidental Petroleum, which are also favored by Buffett [16] - The recent purchase of UnitedHealth Group aligns with Buffett's investment activities, indicating a strategy of following Buffett's lead [20]