whalstreet

Duan YongpingvsLi Lu

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Duan Yongping
H&H International Investment, LLC
AUM
$17.5B
Positions
14
Shared %
84.8%
Whale B
Li Lu
Himalaya Capital Management LLC
AUM
$3.6B
Positions
9
Shared %
51.4%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockDuan weightLi weightDuan valueLi value
AAPL · Apple Inc.50.3%0.8%$8.8B$30M
BRK-B · Berkshire Hathaway Inc. Del20.6%12.6%$3.6B$451M
PDD · Pdd Holdings Inc.7.5%14.6%$1.3B$523M
GOOG · Alphabet Inc.3.3%21.6%$582M$769M
674599105 · Occidental Pete Corp.3.1%1.7%$542M$60M
Unique to Duan Yongping
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.7.7%$1.3B
MSFT · Microsoft Corp.2.4%$415M
BABA · Alibaba Group Holding Limited2.1%$375M
TSM · Taiwan Semiconductor Mfg Ltd.2.1%$372M
DIS · Disney Walt Co.0.5%$81M
CRWV · Coreweave Inc.0.1%$21M
CRDO · Credo Technology Group Holdi0.1%$20M
ASML · Asml Holding N.V.0.1%$11M
TEM · Tempus Ai Inc.0.0%$6M
Unique to Li Lu
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.22.3%$796M
BAC · Bank America Corp.16.1%$574M
EWBC · East West Bancorp Inc.8.7%$312M
CROX · Crocs Inc.1.5%$54M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com