WuBlockchain
Prominent investor Duan Yongping — widely known as "China's Buffett" — disclosed a first-time position in Circle Internet Group (CRCL) in his Q1 2026 13F filing. The filing shows 200,000 shares purchased at an average cost of roughly $95.41, totaling about $19.08 million and representing approximately 0.095% of his roughly $20 billion portfolio.
Why it matters
The size of the position is watch-list tier, not conviction-sized. What makes the disclosure investable is the timing: in July 2025 Duan publicly stated he had no interest in stablecoins, making a Circle stake nine months later a clear reversal from a well-known skeptic of the asset class. A first position from a value-oriented holder with that kind of public track record carries symbolic weight beyond the dollars deployed.
Market impact
The disclosure adds a marquee long-only name to the Circle shareholder base and reinforces the institutional read on USDC's parent at a moment when stablecoin policy is moving through multiple jurisdictions. Watch the next 13F cycle to see whether the position grows, holds, or trims — the directional signal will come from how Duan sizes the next move, not from this opening lot.
Source: [DATAROMA Superinvestors Portfolio Holdings](https://www.dataroma.com/m/holdings.php?m=HH&utm_source=chatgpt.com#google_vignette)
Frequently asked questions
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Who is Duan Yongping and why is his Circle stake notable?
Duan Yongping is a prominent Chinese-American value investor often dubbed "China's Buffett," running a roughly $20 billion portfolio. His first-time disclosure of a Circle position matters because he publicly dismissed stablecoins in July 2025.
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How large is Duan Yongping's position in Circle?
His Q1 2026 13F filing shows 200,000 shares of CRCL bought at an average cost of about $95.41, totaling roughly $19.08 million — approximately 0.095% of his portfolio.
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What did Duan Yongping say about stablecoins before this purchase?
In July 2025, Duan publicly stated he was not interested in stablecoins, making the Circle disclosure nine months later a notable reversal from a well-known skeptic.
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Does this position change Circle's institutional shareholder base?
The lot is too small to move the needle on its own, but adding a marquee long-only value investor with a public track record reinforces the institutional read on USDC's parent at a moment when stablecoin policy is active.
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What should investors watch after this 13F disclosure?
The next 13F cycle is the real signal: whether the position grows, holds flat, or gets trimmed will tell the market how a noted value investor is sizing Circle conviction beyond an opening watch-list lot.
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