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In the second quarter, H&H International Investment, led by Duan Yongping, maintained a total market value of holdings amounting to $11.5 billion. Notably, the company reversed its four-quarter trend of trimming its Apple stake, instead augmenting its position by 890,000 shares. There were no changes to the company's holdings in Berkshire Hathaway during this period. Among the so-called "AI Trio," NVIDIA witnessed a substantial increase in its holdings, whereas Microsoft and TSMC saw marginal decreases. Concurrently, H&H International Investment bolstered its long-term position in Google and further expanded its stake in Pinduoduo. Additionally, the company trimmed its holdings in Occidental Petroleum and Alibaba, and exited its position in Moderna entirely.
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