Duan Yongping

Summary

Duan Yongping disclosed 18 positions in its latest 13F (2026 Q2), a portfolio value of ~$19.10B, across 6 sectors; top holdings AAPL, BRK.B, PDD. This quarter: 1 new, 3 added, 7 trimmed, 2 closed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$19.10B

Holdings18incl. options

Sectors6

Latest filing2026 Q2

New1$28.93M

Added3$362.57M

Trimmed7$2.39B

Sold2$55.00M

View original SEC filing

Guru playbook

This quarter at a glance

Focused bookHighly concentrated · top 5 = 89%Moderate turnoverTechnology-heavy

Circle of competence (by value)

Technology49%

Financials24%

Consumer Discretionary18%

Biggest new buy

BABAALIBABA GROUP HOLDING-SP ADR

New buy · of book 0.2%

Biggest add

BRK.BBERKSHIRE HATHAWAY INC-CL B

Added +0.9%

Biggest exit

TSMTAIWAN SEMICONDUCTOR-SP ADR

Exited · was ~$51.10M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.