Duan Yongping's H&H International Investment reported a significant shift in its Q4 2025 portfolio, with a notable increase in AI-related investments. The firm's total portfolio value rose to $17.489 billion, a 19% increase from the previous quarter. Key changes included a 7.09% reduction in Apple shares, while NVIDIA holdings surged by over 1,100%, making it the third-largest position in the portfolio. The portfolio's top five holdings were Apple, Berkshire Hathaway Class B, NVIDIA, Pinduoduo, and Google Class C, with a strong focus on value and AI stocks. Duan also increased positions in Microsoft and TSMC by 207% and 371%, respectively, and initiated small stakes in AI firms CoreWeave, Credo Technology, and Tempus AI. This strategic shift underscores Duan's commitment to value investing while expanding into the AI sector.