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Duan Yongping's H&H International Investment reduced its NVDA position by 55%, from 12.07% to 6.58% of the portfolio.

Now holds 6,280,675 shares worth $1.26B.
Published · Based on SEC filings

High impact
Major trim
2026 Q2

NVIDIA Corp (NVDA) fell to 6.58% of Duan Yongping's H&H International Investment portfolio in 2026 Q2, from 12.07%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count dropped 55% to 6.28M shares, and the position is worth about $1.3B and ranks 5th of 18 stocks by weight.

What did the 2026 Q2 filing report for NVDA?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 13.8M 6.28M
Shares sold -7.56M (55%)
Reported value $2.4B $1.3B
Portfolio weight 12.07% 6.58%
Rank in portfolio 5th of 18

How much did Duan Yongping cut NVDA?

Duan Yongping sold 7.56M shares of NVDA during 2026 Q2, cutting the stake from 13.8M to 6.28M. The reported value of the position fell by about $1.2B, from about $2.4B to about $1.3B.

Where does NVDA sit in the Duan Yongping portfolio?

NVDA ranks 5th of 18 stock positions in the Duan Yongping portfolio at 6.58%, about the fund's average stock position of 6%. The largest stock position is AAPL at 41.05%. Next come BRK-B at 24.18% and PDD at 9.99%. The three largest stocks together are 75.23% of the book. The NVDA cut was the largest of the quarter's 13 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Duan Yongping reported 18 stock positions, with 1 opened and 2 closed. The total portfolio value is about $19.1B, down 5% from the prior quarter.

Duan Yongping buys and sells, 2026 Q2

How long has Duan Yongping held NVDA?

Duan Yongping first reported NVDA in the quarter ended March 31, 2025. The weight peaked at 12.07% in 2026 Q1. Last quarter the fund had added to the position by 91%, so the cut reverses the prior move. Every reported trade is on the Duan Yongping NVDA trade history page.

Duan Yongping shares of NVDA by quarter

Did other funds buy or sell NVDA in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 11 hold NVDA. Of those, 3 added to the position this quarter and 5 trimmed it. The largest buyers of NVDA this quarter were Lewis Sanders, John Armitage and David Tepper. The largest sellers were Chase Coleman III, Polen Capital Management and Mairs & Power Growth Fund. Every tracked holder of NVDA is on the NVDA ownership page.

FAQ

How many NVDA shares did Duan Yongping sell in 2026 Q2?

Duan Yongping sold 7.56M shares of NVDA, 55% of the position, leaving 6.28M shares.

What remains of the NVDA position of Duan Yongping?

Duan Yongping still holds 6.28M shares of NVDA, worth about $1.3B at June 30, 2026 prices.

How much of the Duan Yongping portfolio is NVDA now?

NVDA is 6.58% of the Duan Yongping portfolio, down from 12.07% a quarter earlier.

Did other funds trim NVDA in 2026 Q2?

Among the 11 other tracked funds that hold NVDA, 5 trimmed it in 2026 Q2 and 3 added to it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst