H&H International Q2 2026 13F: largest position changes段永平 (H&H International) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜段永平 (H&H International)

截至2026年6月30日｜美股多头市值 $19.1B

重点增持

• 加仓 +27%｜拼多多 (PDD)｜期末 $1.9B

• 加仓 +13%｜迪士尼 (DIS)｜期末 $164M

• 新建｜阿里巴巴 (BABA)｜期末 $29M

重点减持

• 减仓 -55%｜英伟达 (NVDA)｜期末 $2.4B

• 减仓 -47%｜谷歌 (GOOG)｜期末 $1.1B

• 减仓 -26%｜微软 (MSFT)｜期末 $376M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | H&H International

as of 2026-06-30 | reported long value $19.1B

Largest additions

• Shares +27% | PDD Holdings Inc. (PDD) | quarter-end $1.9B

• Shares +13% | The Walt Disney Company (DIS) | quarter-end $164M

• New | Alibaba Group Holding Limited (BABA) | quarter-end $29M

Largest reductions

• Shares -55% | NVIDIA Corporation (NVDA) | quarter-end $2.4B

• Shares -47% | Alphabet Inc. (GOOG) | quarter-end $1.1B

• Shares -26% | Microsoft Corporation (MSFT) | quarter-end $376M

Note: 13F is a delayed quarter-end holdings snapshot.