whalstreet

Duan YongpingvsMairs and Power

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
Duan Yongping
H&H International Investment, LLC
AUM
$17.5B
Positions
14
Shared %
86.9%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
28.0%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockDuan weightMairs weightDuan valueMairs value
AAPL · Apple Inc.50.3%3.2%$8.8B$331M
BRK-B · Berkshire Hathaway Inc. Del20.6%0.1%$3.6B$12M
NVDA · Nvidia Corp.7.7%8.9%$1.3B$923M
MSFT · Microsoft Corp.2.4%8.9%$415M$925M
GOOG · Alphabet Inc.3.3%5.1%$582M$533M
TSM · Taiwan Semiconductor Mfg Ltd.2.1%1.4%$372M$148M
DIS · Disney Walt Co.0.5%0.3%$81M$34M
Unique to Duan Yongping
Top 10 by value held — not in the other's portfolio
StockWeightValue
PDD · Pdd Holdings Inc.7.5%$1.3B
674599105 · Occidental Pete Corp.3.1%$542M
BABA · Alibaba Group Holding Limited2.1%$375M
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 Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.5.8%$598M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
ECL · Ecolab Inc.1.9%$202M
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★ WatchlistData from SEC EDGAR · whalstreet.com