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Duan Yongping’s Fund cuts Nvidia, Google; adds Alibaba

H&H International Investment, managed by Duan Yongping, reduced its total holdings to $19.1 billion by Q2, down from $20 billion. The fund increased positions in PDD, Berkshire Hathaway, and Disney, while making a new investment in Alibaba. It significantly cut stakes in Nvidia, Google, and Microsoft, and exited TSMC and CrowdStrike.

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