Jin Rong Jie·2026-02-18 11:50Group 1 - The core viewpoint of the news is that Duan Yongping, a well-known investor, is significantly increasing his investments in the artificial intelligence (AI) sector while maintaining a value investment strategy, as evidenced by his Q4 2025 13F filing, which shows a total portfolio value of approximately $17.489 billion [1][2] - Duan Yongping's largest increase in holdings was in NVIDIA, where he added 6.6393 million shares, resulting in a staggering 1110.62% increase in his total holdings to 7.2371 million shares, with a market value of $1.35 billion, making it the third-largest position in his portfolio at 7.72% [1] - In addition to NVIDIA, Duan Yongping established new positions in three AI-focused companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio weights of 0.12%, 0.12%, and 0.04%, indicating a strategic focus on different nodes of the AI industry chain [1] Group 2 - Duan Yongping made structural adjustments to his existing holdings, maintaining Apple as his largest position with a market value of $8.797 billion, which constitutes 50.3% of his portfolio, despite reducing his stake by 2.4706 million shares, a decrease of 7.09% [2] - Berkshire Hathaway saw a significant increase in holdings by 1.985 million shares, representing a 38.24% increase, solidifying its position as the second-largest holding at 20.63% of the portfolio [2] - Duan Yongping also increased his stakes in Google and Pinduoduo while drastically reducing his position in ASML by 87.63% [2]