H&H International Investment: A Closer Look at Their AAPL and NVDA Holdings

H&H International Investment, led by Duan Yongping, reported a $11.5 billion portfolio with significant moves in large tech stocks. Apple remains the top holding, with an increase of 890,000 shares, while NVIDIA saw a substantial increase following a model release. H&H reduced positions in Occidental Petroleum and Alibaba, and exited Moderna. The firm also adjusted positions in the "AI Triumvirate" and increased stakes in Google and Pinduoduo.

H&H International Investment, led by Duan Yongping, recently reported a $11.5 billion portfolio with significant moves in large tech stocks. The firm's adjustments reflect recent trends and strategic shifts in the tech and AI sectors. Key changes include:

- Apple: H&H increased its holding by 890,000 shares, making Apple its top position. This move underscores the continued confidence in Apple's growth prospects and market leadership.
- NVIDIA: Following a recent model release, H&H significantly increased its stake in NVIDIA. The AI chipmaker's strong performance and strategic deals, such as its recent agreement with AMD to sell AI chips in China, have bolstered investor confidence [1].
- Occidental Petroleum and Alibaba: H&H reduced its positions in these stocks, indicating a shift away from energy and e-commerce sectors. This could be a strategic response to the firm's focus on tech and AI.
- Moderna: H&H exited its position in Moderna, potentially due to the biotech company's recent setbacks or the firm's strategic realignment towards tech and AI.
- AI Triumvirate: The firm adjusted positions in the "AI Triumvirate" (NVIDIA, AMD, and other AI-focused companies), reflecting the evolving landscape and potential growth opportunities in the AI sector.
- Google and Pinduoduo: H&H increased its stakes in these companies, indicating a bullish outlook on their growth prospects and the broader tech and e-commerce sectors.

These portfolio adjustments highlight H&H's strategic focus on tech and AI, reflecting the firm's confidence in these sectors' long-term growth potential. The firm's moves also underscore the importance of staying agile and responsive to market changes and strategic opportunities.

References:
[1] https://markets.financialcontent.com/stocks/article/marketminute-2025-8-12-us-strikes-unprecedented-chip-deal-nvidia-and-amd-to-share-china-revenue-raising-margin-concerns