Dan Bin's Orient Harbour offshore fund increased the value of its U.S. equity portfolio to $1.65 billion at the end of the second quarter, up 45.6% from the first quarter, according to an SEC (U.S. securities regulator) 13F filing. The fund held 13 U.S.-listed stocks, and its positioning remained heavily concentrated in technology shares. Alphabet Class C was the largest holding at $371 million, accounting for 22.5% of the portfolio, while Intel entered the disclosed portfolio for the first time and immediately became the second-largest position. The filing points to a stronger tilt toward AI chip-related names within the fund's U.S. holdings.