Duan Yongping is widely recognized as the "Chinese Warren Buffett," and a quick look at his holdings confirms he truly walks the walk. As the billionaire founder behind the BBK Electronics empire, Duan practices extreme Concentrated Value Investing.
He doesn't believe in diversifying just for the sake of it; instead, he goes "all-in" on his highest convictions. His portfolio is essentially a massive bet on Apple (AAPL), which makes up a staggering 60% of his entire fund.
Fittingly, his second-largest holding is Berkshire Hathaway (BRK.B), paying direct homage to his investing idol. This isn't a portfolio for the faint-hearted—it’s a masterclass in high-conviction betting.
Data Snapshot
- Portfolio Value: ~$14.7 Billion (Estimated Reported Value)
- Top 5 Assets:
- Apple Inc (AAPL) — 60.42%
- Berkshire Hathaway Inc CL-B (BRK.B) — 17.78%
- Pinduoduo Inc (PDD) — 7.72%
- Occidental Petroleum Corp (OXY) — 4.36%
- Alibaba Group Holding (BABA) — 3.38%
- Top Sector: Technology (Consumer Electronics & Internet)
Portfolio
Update at 10 Desember 2025, from Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HOLDING-SP ADR | 3.38% | 2,777,330 | $178.73 | - | $496,392,191 |
| GOOG | ALPHABET INC-CL C | 3.00% | 1,810,500 | $243.55 | 🟢 28.86% $313.85 | $440,947,275 |
| AAPL | APPLE INC | 60.42% | 34,829,107 | $254.63 | 🟢 9.11% $277.83 | $8,868,535,515 |
| ASML | ASML HOLDING NV-NY REG SHS | 0.53% | 80,000 | $968.09 | - | $77,447,200 |
| BRK.B | BERKSHIRE HATHAWAY INC CL-B | 17.78% | 5,191,300 | $502.74 | - | $2,609,874,162 |
| MSFT | MICROSOFT CORP | 0.99% | 279,200 | $517.95 | 🔴 6.66% $483.47 | $144,611,640 |
| NVDA | NVIDIA CORP | 0.76% | 597,800 | $186.58 | 🔴 3.37% $180.29 | $111,537,524 |
| OXY | OCCIDENTAL PETROLEUM CORP | 4.36% | 13,556,100 | $47.25 | 🔴 13.06% $41.08 | $640,525,725 |
| PDD | PINDUODUO INC-ADR | 7.72% | 8,574,194 | $132.17 | - | $1,133,251,221 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 0.49% | 259,984 | $279.29 | - | $72,610,931 |
| DIS | WALT DISNEY CO/THE | 0.56% | 723,000 | $114.50 | 🔴 2.88% $111.20 | $82,783,500 |
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Update at 10 Desember 2025, from Valuesider
