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Rank #52 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates
A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →
Duan Yongping's H&H book ($20B, 99% top-10) made its boldest quarter in a while: a brand-new 6.3% TSLA position ($1.27B), NVDA nearly doubled (+91%), PDD +71% and BRK/B +28%, funded by trimming the AAPL anchor 10.5% (still 36.7% of the book) and exiting BABA and ASML entirely. The value discipline is unchanged — the names it's applied to are shifting.
Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.
Duan Yongping is a legendary Chinese entrepreneur-turned-investor, founder of BBK Electronics (parent of OPPO/vivo) and the 'Bu Si Hou' (Stepping Stone) brand. Known as 'China's Buffett', he famously paid $620,100 to lunch with Warren Buffett in 2006. His family office H&H International runs an ultra-concentrated portfolio long dominated by Apple and Berkshire Hathaway.
PDD
PDD HOLDINGS INC
SPONSORED ADS
$2.02B
10.1% of portfolio