Ge Long Hui A P P·2026-02-18 02:29Core Insights - Notable investor Duan Yongping significantly increased his position in Nvidia by over 11 times in Q4, while substantially reducing his stake in Apple [1] - Duan Yongping's Q4 activity included a total of six stock increases, with Nvidia seeing the largest increase, followed by Berkshire Hathaway [1] - The total holding value of Nvidia reached $1.35 billion, making it the third-largest position in Duan's portfolio, accounting for 7.72% [1] Stock Position Changes - Apple (AAPL) saw a reduction in holdings by 2,470,600 shares, now representing 50.30% of the portfolio with a market value of $879.7 million [2] - Berkshire Hathaway (BRK.B) increased by 1,984,896 shares, now holding 20.63% of the portfolio valued at $360.7 million [2] - Nvidia (NVDA) was increased by 6,639,300 shares, now holding 7.72% of the portfolio valued at $1.35 billion [2] New Investments - Duan Yongping initiated positions in three emerging tech companies: CoreWeave, Credo Technology, and Tempus Ai, with respective portfolio weights of 0.12%, 0.12%, and 0.04% [1] - Although the combined weight of these new positions is approximately 0.28%, they strategically cover critical nodes in the AI industry chain: computing power, connectivity, and application [1]