Duan Yongping's H&H Cuts Nvidia and Google, Bets Big on Alibaba

Renowned investor Duan Yongping's H&H International Investment made significant adjustments to its U.S. equity portfolio in Q2 2026, reducing positions in Nvidia and Google while establishing a new stake in Alibaba.

The firm sold 7.56 million shares of Nvidia, a 54.63% reduction, and cut Google Class C shares by 46.88%, exiting TSMC and CrowdStrike entirely.

H&H added 5.27 million shares of PDD Holdings in Q2, increasing its total position to approximately 25.02 million shares valued at about $1.91 billion.

Duan's investment vehicle also initiated a new position in Alibaba of roughly 301,400 shares, worth approximately $28.93 million at quarter-end.