Significant Increase in NVIDIA Corp by Duan Yongping: A 7.08% Portfolio Impact

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Wed, February 18, 2026 at 12:00 AM GMT+9 3 min read

In this article:

•                                       StockStory Top Pick 
  

  NVDA

  -1.59%

 AAPL  

 +1.48%  

 

 

 CRWV  

 -5.46%  

 

 

 CRDO  

 -4.62%  

This article first appeared on GuruFocus.

Exploring Duan Yongping (Trades, Portfolio)'s Strategic Moves in Q4 2025

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Duan Yongping (Trades, Portfolio), a renowned investor known for his strategic and value-driven investment approach, recently submitted his 13F filing for the fourth quarter of 2025. This filing provides a detailed look into his investment decisions during this period. Operating from Menlo Park, California, Yongping is celebrated for his ability to identify undervalued opportunities and his long-term investment philosophy. His latest filing reveals significant adjustments in his portfolio, reflecting his keen insights into market trends and potential growth areas.

Summary of New Buy

Duan Yongping (Trades, Portfolio) added a total of three new stocks to his portfolio. The most significant addition was CoreWeave Inc (NASDAQ:CRWV), with 299,900 shares, accounting for 0.12% of the portfolio and a total value of $21.48 million. The second largest addition was Credo Technology Group Holding Ltd (NASDAQ:CRDO), consisting of 141,300 shares, representing approximately 0.12% of the portfolio, with a total value of $20.33 million. The third largest addition was Tempus AI Inc (NASDAQ:TEM), with 110,000 shares, accounting for 0.04% of the portfolio and a total value of $6.50 million.

Key Position Increases

Duan Yongping (Trades, Portfolio) also increased stakes in a total of six stocks. The most notable increase was in NVIDIA Corp (NASDAQ:NVDA), with an additional 6,639,300 shares, bringing the total to 7,237,100 shares. This adjustment represents a significant 1,110.62% increase in share count, a 7.08% impact on the current portfolio, and a total value of $1,349,719,150. The second largest increase was in Berkshire Hathaway Inc (NYSE:BRK.B), with an additional 1,984,896 shares, bringing the total to 7,176,196. This adjustment represents a significant 38.24% increase in share count, with a total value of $3,607,114,920.

Key Position Reduces

Duan Yongping (Trades, Portfolio) also reduced positions in five stocks. The most significant changes include a reduction in Apple Inc (NASDAQ:AAPL) by 2,470,600 shares, resulting in a -7.09% decrease in shares and a -4.29% impact on the portfolio. The stock traded at an average price of $268.66 during the quarter and has returned -3.04% over the past three months and -4.61% year-to-date. Additionally, he reduced ASML Holding NV (NASDAQ:ASML) by 70,100 shares, resulting in an -87.63% reduction in shares and a -0.46% impact on the portfolio. The stock traded at an average price of $1,043.79 during the quarter and has returned 37.96% over the past three months and 31.53% year-to-date.

Story Continues  

Portfolio Overview

At the end of the fourth quarter of 2025, Duan Yongping (Trades, Portfolio)'s portfolio included 14 stocks. The top holdings were 50.3% in Apple Inc (NASDAQ:AAPL), 20.63% in Berkshire Hathaway Inc (NYSE:BRK.B), 7.72% in NVIDIA Corp (NASDAQ:NVDA), 7.48% in PDD Holdings Inc (NASDAQ:PDD), and 3.33% in Alphabet Inc (NASDAQ:GOOG).

The holdings are mainly concentrated in six of the eleven industries: Technology, Financial Services, Consumer Cyclical, Communication Services, Energy, and Healthcare.

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