whalstreet

Duan YongpingvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Duan Yongping
H&H International Investment, LLC
AUM
$17.5B
Positions
14
Shared %
73.5%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
18.0%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockDuan weightPolen weightDuan valuePolen value
AAPL · Apple Inc.50.3%0.0%$8.8B$2M
NVDA · Nvidia Corp.7.7%4.2%$1.3B$994M
MSFT · Microsoft Corp.2.4%8.1%$415M$1.9B
GOOG · Alphabet Inc.3.3%5.4%$582M$1.3B
PDD · Pdd Holdings Inc.7.5%0.0%$1.3B$4M
TSM · Taiwan Semiconductor Mfg Ltd.2.1%0.3%$372M$61M
ASML · Asml Holding N.V.0.1%0.1%$11M$12M
CRDO · Credo Technology Group Holdi0.1%0.0%$20M$1M
TEM · Tempus Ai Inc.0.0%0.0%$6M$222K
Unique to Duan Yongping
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del20.6%$3.6B
674599105 · Occidental Pete Corp.3.1%$542M
BABA · Alibaba Group Holding Limited2.1%$375M
DIS · Disney Walt Co.0.5%$81M
CRWV · Coreweave Inc.0.1%$21M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.8.5%$2.0B
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
MA · Mastercard Inc.5.2%$1.2B
V · Visa, Inc.5.1%$1.2B
SHOP · Shopify Inc.4.9%$1.2B
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
ZTS · Zoetis Inc.3.0%$700M
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★ WatchlistData from SEC EDGAR · whalstreet.com