Manager activity
Duan Yongping
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/19/2026 · full comparison · all filings
New · 8
Add · 7
Reduce · 4
Exit · 3
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | APPLE INC | -3,412,900 | -10.5% | -13.58 pp | 5/19/2026 |
| New | TESLA INC | +3,408,900 | New | +6.34 pp | 5/19/2026 |
| Add | NVIDIA CORPORATION | +6,606,675 | +91.3% | +4.35 pp | 5/19/2026 |
| Add | BERKSHIRE HATHAWAY INC DEL | +1,971,600 | +27.5% | +1.29 pp | 5/19/2026 |
| Add | PDD HOLDINGS INC | +8,211,600 | +71.2% | +2.61 pp | 5/19/2026 |
| Add | ALPHABET INC | +1,850,600 | +99.7% | +1.99 pp | 5/19/2026 |
| Exit | ALIBABA GROUP HLDG LTD | -2,560,500 | Exit | -2.15 pp | 5/19/2026 |
| Reduce | TAIWAN SEMICONDUCTOR MANUFAC | -1,073,184 | -87.7% | -1.87 pp | 5/19/2026 |
| New | UNITEDHEALTH GROUP INC | +601,400 | New | +0.81 pp | 5/19/2026 |
| Reduce | OCCIDENTAL PETE CORP | -2,911,100 | -22.1% | +0.24 pp | 5/19/2026 |
| Add | DISNEY WALT CO | +799,800 | +112.3% | +0.27 pp | 5/19/2026 |
| Add | CREDO TECHNOLOGY GROUP HOLDI | +609,900 | +431.6% | +0.24 pp | 5/19/2026 |
| Add | MICROSOFT CORP | +157,000 | +18.3% | -0.50 pp | 5/19/2026 |
| Exit | COREWEAVE INC | -299,900 | Exit | -0.12 pp | 5/19/2026 |
| New | CIRCLE INTERNET GROUP INC | +200,000 | New | +0.10 pp | 5/19/2026 |
| Exit | ASML HOLDING N V | -9,900 | Exit | -0.06 pp | 5/19/2026 |
| New | PALANTIR TECHNOLOGIES INC | +60,000 | New | +0.04 pp | 5/19/2026 |
| Reduce | TEMPUS AI INC | -90,000 | -81.8% | -0.03 pp | 5/19/2026 |
| New | SYNOPSYS INC | +10,000 | New | +0.02 pp | 5/19/2026 |
| New | CROWDSTRIKE HLDGS INC | +10,000 | New | +0.02 pp | 5/19/2026 |
| New | SNOWFLAKE INC | +10,000 | New | +0.01 pp | 5/19/2026 |
| New | INNODATA INC | +10,000 | New | 0.00 pp | 5/19/2026 |