Duan Yongping, the reclusive billionaire investor and founder of BBK Electronics, has built his reputation through patience, discipline, and a willingness to hold concentrated bets in world-class businesses. His investment style is heavily influenced by Warren Buffett and Charlie Munger, emphasizing high-quality companies with durable moats, predictable earnings, and management teams that know how to allocate capital effectively. Through his H&H International Investment vehicle, Duan has quietly amassed a portfolio that reflects his long-term conviction in some of the world’s most influential companies.
Unlike many fund managers who frequently rotate positions, Duan’s approach favors stability and conviction. His largest holdings often remain unchanged for years, but when he does make adjustments, they are deliberate and calculated. His strategy revolves around simplicity: own what you truly understand, and only scale into positions where the long-term upside clearly outweighs the risks.
The latest 13F filing shows that Duan’s portfolio remains heavily weighted toward U.S. technology giants, with incremental increases in select names that align with his philosophy of backing innovation and market leadership. From Apple to NVIDIA, his top holdings reveal where he sees enduring growth potential in the next decade.
1. Apple (AAPL) 60.02% of portfolio
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Apple continues to be the crown jewel of Duan Yongping’s portfolio, representing an outsized 60% of his reported holdings. With 35.1 million shares valued at more than $7.2 billion, Duan added another 894,426 shares last quarter, a 2.6% increase. Apple’s dominance in smartphones, wearables, and services provides the steady cash flows and wide moat that perfectly fit Duan’s Buffett-inspired playbook.
For Duan, Apple is more than just a tech stock, it’s a compounding machine. The company’s sticky ecosystem, relentless innovation, and shareholder-friendly capital return program align with his long-term philosophy. By steadily adding to his Apple stake, Duan signals his continued confidence in Apple as a wealth compounder over the next decade.
2. Berkshire Hathaway (BRKb) 13.68% of portfolio
Berkshire Hathaway is Duan’s second-largest holding at nearly 14% of his portfolio, totaling 3.38 million shares valued at $1.6 billion. Unlike some of his other tech-heavy positions, Berkshire provides balance, with a diversified mix of insurance, railroads, energy, and equity stakes in blue-chip companies.
This allocation also reflects Duan’s deep respect for Warren Buffett, his greatest influence as an investor. By maintaining a large Berkshire stake, Duan not only benefits from Berkshire’s diverse earnings power but also signals his belief in the timelessness of Buffett’s approach to compounding wealth through disciplined capital allocation.
3. PDD Holdings (PDD) 7.55% of portfolio
PDD Holdings, the Chinese e-commerce disruptor, accounts for 7.6% of Duan’s portfolio. He raised his stake by 908,794 shares in the last quarter, bringing his total to 8.66 million shares, a nearly 12% increase. PDD’s rapid rise in the Chinese market, fueled by aggressive pricing and an innovative platform strategy, has positioned it as a formidable rival to Alibaba and JD.com.
Duan’s increase in PDD reflects his conviction in China’s long-term consumer growth story. As a seasoned Chinese investor, he understands the potential for platforms like PDD to continue gaining market share in a vast and evolving retail landscape. The allocation also provides diversification alongside his core U.S. tech bets.
4. Alphabet (GOOG) 2.87% of portfolio
Alphabet, the parent of Google, represents 2.9% of Duan’s holdings with a total of 1.9 million shares valued at $345 million. Notably, he boosted this stake by 834,800 shares in the last quarter, a massive 75% increase. Alphabet’s dominance in digital advertising, cloud computing, and artificial intelligence innovation makes it one of the most powerful technology franchises globally.
Duan’s large addition to Alphabet signals a strong belief in its role at the forefront of AI and data-driven business models. With Google Cloud scaling, YouTube’s continued monetization, and its deep AI research, Alphabet offers Duan both stability and exposure to transformative growth drivers.
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5. NVIDIA (NVDA) 1.27% of portfolio
NVIDIA accounts for a smaller portion of Duan’s portfolio at 1.3%, but it’s a position he’s been steadily building. He increased his stake by nearly 320,000 shares last quarter, a 49.6% jump, bringing his total to 964,800 shares worth $152 million. As the backbone of AI hardware infrastructure, NVIDIA has become the defining pick-and-shovel play of the artificial intelligence boom.
For Duan, NVIDIA offers exposure to one of the most important technological shifts of this generation. While the stock has been volatile, its leadership in GPUs for AI training and data centers makes it a strategic holding in a portfolio otherwise dominated by consumer-facing giants.
Duan Yongping’s Portfolio: A Masterclass in Concentration and Patience
Duan Yongping’s portfolio underscores the power of concentration and conviction. By allocating heavily to a small number of dominant companies, he exemplifies the Buffett-Munger principle of owning “few but excellent” businesses.
Apple remains its anchor, but increased positions in PDD, Alphabet, and NVIDIA show a willingness to lean into innovation alongside stability. For investors, Duan’s portfolio offers a lesson in disciplined simplicity: find companies with enduring moats, scale in with patience, and let time do the compounding.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
