01
—
24Q3 holding details
Hold positions details for Q3 2024
Hold positions details for Q2 2024
Note: The amounts in the table are all in thousands of US dollars.
Fund H&H International Investment, LLC, under Dunlap's leadership, had a total holding amount of 16.54 billion US dollars in Q3 2024, and a total holding amount of 16.63 billion US dollars in Q2 2024, with the holding scale remaining essentially flat compared with the previous quarter.
In Q3 24, Duan Yongping holds 8 stocks in the US, while in Q2 he held 9 stocks, the main difference being that Duan Yongping cleared his position in Bank of America in Q3, while the other 8 symbols held remained unchanged.
The top four companies in terms of holdings remain unchanged, namely Apple, Berkshire Hathaway, Google, and alibaba, with holdings accounting for 74.3%, 10.5%, 5.1%, and 3.5% respectively; the holding amounts are 12.3 billion US dollars, 1.74 billion US dollars, 0.85 billion US dollars, and 0.58 billion US dollars.
In Q2 24, the holdings accounted for 80.9%, 9.5%, 5.5%, 2.7% respectively, with holding amounts of 13.46 billion US dollars, 1.59 billion US dollars, 0.92 billion US dollars, and 0.45 billion US dollars.
It is worth noting that in this quarter, Duan Yongping significantly bought pdd holdings, with the holding percentage increasing from 0.08% to 3.28%, and the holding amount increasing from 0.014 billion US dollars to 0.526 billion US dollars.
Pdd Holdings started a sharp decline in stock price at the end of August, dropping to a low of $88. I wonder if Colin Huang bought the dip after the crash...