Yongping Duan's Q1 Portfolio Overview: Increased Position in NVIDIA and Pinduoduo, Exited Alibaba and Other Core Holdings
May 19: H&H International Investment LLC, overseen by Yongping Duan, filed its Q1 2026 13F holdings report with the U.S. Securities and Exchange Commission (SEC). The filing reveals the fund’s total portfolio value hit roughly $200.04 billion—a sharp rise from the prior quarter—with its number of holdings expanding from 14 to 19.
Top five major holdings—Apple (AAPL), Berkshire Hathaway (BRK.B), NVIDIA (NVDA), Pinduoduo (PDD), and Alphabet (GOOG)—still make up nearly 90% of the portfolio. Apple’s stake is valued at ~$7.346 billion (36.72% of the total), with 28,945,607 shares: a roughly 10.55% drop from Q4, as H&H sold around 3.41 million shares. Berkshire Hathaway’s holding stands at $4.384 billion (21.91% of the portfolio) with 9,147,796 shares, marking a 27.47% gain, driven by the fund adding ~1.97 million shares to its position.
NVIDIA was the quarter’s standout pick: its holding hit $2.414 billion (12.07% of the portfolio) with 13,843,775 shares, an eye-popping 91.29% increase, t
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Yongping Duan Q1 New Warehouse Circle
Prominent investor Neil Shen disclosed in an SEC filing on May 19 that his U.S.-managed fund, H&H International Investment, held 19 securities worth a combined $20.00 billion as of the first quarter end (March 31, 2026).
As of that quarter-end date, Shen’s top five portfolio holdings were Apple Inc. (AAPL), Berkshire Hathaway Inc. Class B (BRK.B), NVIDIA Corporation (NVDA), Pinduoduo Inc. (PDD), and Tesla Inc. (TSLA).
A key new addition to the portfolio: Shen established his first-ever position in Circle during Q1 2026, buying 200,000 shares at an average cost of $95.41. That stake was valued at $19.08 million as of March 31, making up 0.1% of his total portfolio.
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Base Protocol's leveraged prediction market OmenX officially launches on the mainnet
May 19th — OmenX has officially announced the launch of its mainnet, debuting a native leveraged prediction market trading platform built on Base.
Currently, the platform supports up to 5x leverage, with plans to gradually raise this limit to 10x in future phases. The goal is to deliver a trading experience closer to that of traditional derivative platforms for prediction market users, including enhanced capital efficiency, flexible trading features, and robust risk management tools.
Additionally, OmenX has launched the industry’s first Hedge-to-Earn initiative. Initially, this program is available to users with existing positions on Polymarket. Eligible users can claim hedging rights or relevant incentives on OmenX based on their current prediction market positions, allowing them to experience leveraged event trading.
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Kuark Capital Launches $400 Million Asia Tech-themed Hedge Fund
HONG KONG, May 19 (Reuters) – A Hong Kong-based fund management firm is planning to launch a new hedge fund to tap into surging investor demand for Asian artificial intelligence stocks, with a specific focus on Greater China, Taiwan and Japan, three sources with direct knowledge of the matter told Reuters.
Led by Kyle Su, Kuark Capital has already raised at least $400 million in pre-launch capital for the new fund, the sources added. All three insiders spoke on condition of anonymity, as they were not authorized to discuss the plans publicly with the media.
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