"China's Buffett" Duan Yongping makes first-ever Q1 purchase of stablecoin top stock Circle! Trims Apple and TSMC, aggressively scoops up Tesla and Nvidia

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"China's Buffett" Duan Yongping's latest US stock holdings revealed! According to the latest 13F report, his asset scale has surpassed the $20 billion mark. This quarter, Duan Yongping made significant portfolio adjustments, not only reducing his positions in Apple and slashing TSMC, but also directly liquidating Alibaba; the funds were redirected to aggressively buy NVIDIA and PDD, with a new position in Tesla parachuting into the top five holdings. What most surprised the crypto community is that Duan Yongping, who has always adhered to the principle of "don't invest in what you don't understand," has for the first time turned his attention to the crypto market, establishing a position in stablecoin issuer Circle. Does this hint that traditional value investing giants are quietly endorsing Web3 infrastructure? (Background: Finding the key to "Hold to get rich" in the crypto world from China's Buffett Duan Yongping) (Background supplement: Interview with China's Buffett Duan Yongping: From picking companies to educating children, 50 core insights for you) Holdings report. The renowned investor Duan Yongping, hailed as "China's Buffett," and his family wealth management firm H&H International Investment LLC recently submitted the Q1 13F report as of March 31, 2026 to the US SEC. According to the latest disclosed data, the total market value of Duan Yongping's investment portfolio has grown significantly from $17.49 billion in the previous quarter to $20.004 billion. This quarter's holdings dynamics not only demonstrate his ambitions in the AI and electric vehicle sectors, but also rarely reveal his strategic positioning in the cryptocurrency industry. On the original core tech stocks and China concept stocks, Duan Yongping made significant adjustments: - Apple (AAPL): Although still the largest holding (accounting for 36.72%), it was reduced by 3.412 million shares this quarter, a decline of 10.55%. - TSMC (TSM): Was massively sold off, with a staggering 87.65% reduction, currently leaving only 151,000 shares. - Alibaba (BABA): Duan Yongping chose to completely let go, liquidating all 2.56 million shares this quarter. The withdrawn funds were immediately deployed to more explosive targets. Under the AI wave, Duan Yongping massively increased his NVIDIA (NVDA) holdings by 91.29% (buying 6.6 million shares), making it leap to the third-largest holding (accounting for 12.07%). At the same time, in his choice of China concept stocks, he "abandoned Alibaba and embraced PDD," increasing PDD holdings by 71.18%, firmly securing the fourth-largest position. In addition, the most eye-catching traditional tech stock operation this quarter was undoubtedly the new position in Tesla (TSLA). Duan Yongping swept up 3.4 million shares in one go, valued at approximately $1.267 billion, allowing Tesla to directly parachute in as the fifth-largest holding in the portfolio (accounting for 6.34%). Among all the operations, what most excited the cryptocurrency market was undoubtedly Duan Yongping's favor toward Web3 infrastructure. According to the 13F report, H&H International Investment established a new position this quarter buying Circle (ticker: CRCL), the issuer of the USDC stablecoin. Duan Yongping bought 200,000 shares, valued at approximately $19.08 million at the end of the period. As is well known, Duan Yongping has long upheld the value investing philosophy of stock god Buffett's "don't invest in what you don't understand." In the past, traditional value investors often held a wait-and-see or even skeptical attitude toward cryptocurrency. However, as stablecoin giants like Circle have established a firm foothold in the global payments and compliant finance sectors, and demonstrated astonishing interest income and stable cash flows, this investment may hint that traditional financial moguls are gradually acknowledging "regulated blockchain payment infrastructure" as a high-quality asset with a long-term moat.

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