Dan Bin's Oriental Harbor overseas fund increased the value of its disclosed U.S. equity portfolio to about $1.65 billion across 13 stocks as of June 30, 2026, up 45.6% from the end of the first quarter, an SEC (U.S. securities regulator) 13F filing (quarterly U.S. institutional holdings report) released on Aug. 11 showed. Google Class C shares remained the top holding, while Intel and Nvidia ranked second and third with portfolio weights of 15.7% and 13.2%. The fund opened new positions in Intel, Sandisk, AMD, Marvell Technology, Arm, Broadcom and Lumentum, raised its Micron Technology stake to 147,600 shares, up about 102% from the prior quarter, and trimmed Google Class C shares, Nvidia, TSMC, Amazon and Meta. It fully exited Apple, Tesla, Circle, Google Class A shares and two leveraged ETFs, underscoring a portfolio shift toward semiconductors, memory and optical communications linked to AI infrastructure. The filing reflects only quarter-end long U.S. stock positions and not the fund's current holdings.