段永平
Duan YongpingH&H International Investment13F · 19 May 2026
持仓 19前十集中度 99%本季新建/加仓 15减持/清仓 4
136.7%减持221.9%加仓312.1%加仓410.1%加仓56.3%新建仓65.3%加仓73.3%减持81.9%加仓90.8%新建仓100.7%加仓110.3%加仓120.3%减持130.1%新建仓140.0%新建仓150.0%新建仓160.0%新建仓170.0%新建仓180.0%新建仓190.0%减持
AAPLApple Inc.均 60
BRK.BBerkshire Hathaway CL B
NVDANVIDIA Corp.均 66
PDDPinduoduo Inc.均 52
TSLATesla Inc.均 48
GOOGAlphabet Inc. CL C均 73
OXYOccidental Petroleum均 46
MSFTMicrosoft Corp.均 70
UNHUnited Health Group Inc.均 52
DISWalt Disney Co.均 55
CRDOCredo Technology Group Holdi均 53
TSMTaiwan Semiconductor S.A.均 78
CRCLCircle Internet Group Inc均 42
PLTRPalantir Technologies Inc.均 52
CRWDCrowdStrike Holdings Inc.均 57
SNPSSynopsys Inc.均 66
SNOWSnowflake Inc.均 47
INODInnodata Inc.均 50
TEMTempus Ai Inc均 45
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。