whalstreet

Duan YongpingvsLee Ainslie

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Duan Yongping
H&H International Investment, LLC
AUM
$17.5B
Positions
14
Shared %
16.1%
Whale B
Lee Ainslie
Maverick Capital Ltd.
AUM
$9.3B
Positions
178
Shared %
25.1%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockDuan weightLee weightDuan valueLee value
NVDA · Nvidia Corp.7.7%6.0%$1.3B$557M
MSFT · Microsoft Corp.2.4%6.0%$415M$556M
GOOG · Alphabet Inc.3.3%3.8%$582M$358M
TSM · Taiwan Semiconductor Mfg Ltd.2.1%5.4%$372M$504M
ASML · Asml Holding N.V.0.1%3.0%$11M$279M
DIS · Disney Walt Co.0.5%0.9%$81M$80M
Unique to Duan Yongping
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.50.3%$8.8B
BRK-B · Berkshire Hathaway Inc. Del20.6%$3.6B
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
TEM · Tempus Ai Inc.0.0%$6M
Unique to Lee Ainslie
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.5.9%$550M
PM · Philip Morris Intl Inc.3.7%$349M
COF · Capital One Financial3.4%$314M
907818108 · Union Pac Corp.3.3%$304M
AMAT · Applied Matls Inc.3.1%$291M
BSX · Boston Scientific Corp.3.0%$281M
V · Visa, Inc.2.9%$272M
RTX · Rtx Corp.2.7%$251M
TECH · Bio-Techne Corp.2.4%$226M
NTRA · Natera Inc.2.3%$216M
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★ WatchlistData from SEC EDGAR · whalstreet.com