Duan Yongping (Trades, Portfolio), a renowned investor known for his strategic and value-driven investment approach, recently submitted his 13F filing for the second quarter of 2025. This filing provides a detailed look into his investment decisions during this period. Based in Menlo Park, California, Yongping is celebrated for his long-term investment philosophy, often focusing on technology and consumer sectors. His recent moves reflect a keen interest in maintaining and expanding positions in high-potential companies.
Duan Yongping (Trades, Portfolio) also increased stakes in a total of four stocks, among them:
The most notable increase was in Apple Inc (NASDAQ:AAPL), with an additional 894,426 shares, bringing the total to 35,118,607 shares. This adjustment represents a significant 2.61% increase in share count, a 1.59% impact on the current portfolio, with a total value of $7,205,284,600.
The second largest increase was in Alphabet Inc (NASDAQ:GOOG), with an additional 834,800 shares, bringing the total to 1,945,400. This adjustment represents a significant 75.17% increase in share count, with a total value of $345,094,510.
Duan Yongping (Trades, Portfolio) completely exited one holding in the second quarter of 2025, as detailed below:
Duan Yongping (Trades, Portfolio) also reduced positions in four stocks. The most significant changes include:
Reduced Alibaba Group Holding Ltd (NYSE:BABA) by 235,900 shares, resulting in a -5.92% decrease in shares and a -0.26% impact on the portfolio. The stock traded at an average price of $118.61 during the quarter and has returned 0.05% over the past three months and 46.20% year-to-date.
Reduced Occidental Petroleum Corp (NYSE:OXY) by 270,000 shares, resulting in a -1.95% reduction in shares and a -0.11% impact on the portfolio. The stock traded at an average price of $41.92 during the quarter and has returned 3.10% over the past three months and -9.04% year-to-date.
At the second quarter of 2025, Duan Yongping (Trades, Portfolio)’s portfolio included 10 stocks. The top holdings included 62.47% in Apple Inc (NASDAQ:AAPL), 14.24% in Berkshire Hathaway Inc (NYSE:BRK.B), 7.86% in PDD Holdings Inc (NASDAQ:PDD), 4.94% in Occidental Petroleum Corp (NYSE:OXY), and 3.68% in Alibaba Group Holding Ltd (NYSE:BABA).
The holdings are mainly concentrated in five of the 11 industries: Technology, Financial Services, Consumer Cyclical, Energy, and Communication Services.
Duan Yongping, Apple Inc, Portfolio, Alibaba Group Holding Ltd, Alphabet Inc, total value
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