截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。
具体来看，截至6月30日，H&H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。
从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。
近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。
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