$13B portfolio update: Apple got trimmed, PDD got love. 👀💀
The H&H International Investment portfolio managed by Doan Vinh Binh as of the end of Q2/2026 is still around $19.1B, down from roughly $20B at the end of Q1.
Top 3 holdings:
🍎 $AAPLB Apple: $7.84B — 41.05%
🏦 Berkshire Hathaway B: $4.62B — 24.18%
🛒 Pinduoduo: $1.91B — 9.99%
Notably, compared with Q1, he sold 1.8469 million Apple shares.
Apple: “Still #1?”
Duan Yongping: “Yes.”
Apple: “Then why are you selling?”
Duan: “Portfolio management bro.” 💀
The portfolio remains highly concentrated: Apple + Berkshire alone make up over 65% of the disclosed portfolio.
Do you guys think cutting Apple while increasing PDD means he’s rotating into a growth opportunity, or simply trimming positions after a long stretch of holding? 👀
#BrainrotCrypto #Apple
The H&H International Investment portfolio managed by Doan Vinh Binh as of the end of Q2/2026 is still around $19.1B, down from roughly $20B at the end of Q1.
Top 3 holdings:
🍎 $AAPLB Apple: $7.84B — 41.05%
🏦 Berkshire Hathaway B: $4.62B — 24.18%
🛒 Pinduoduo: $1.91B — 9.99%
Notably, compared with Q1, he sold 1.8469 million Apple shares.
Apple: “Still #1?”
Duan Yongping: “Yes.”
Apple: “Then why are you selling?”
Duan: “Portfolio management bro.” 💀
The portfolio remains highly concentrated: Apple + Berkshire alone make up over 65% of the disclosed portfolio.
Do you guys think cutting Apple while increasing PDD means he’s rotating into a growth opportunity, or simply trimming positions after a long stretch of holding? 👀
#BrainrotCrypto #Apple
