Dan Bin’s Latest U.S. Holdings Revealed as Oriental Harbor Loads Up on AI Hardware
Dan Bin’s latest U.S. stock holdings have been disclosed, revealing notable portfolio changes. On Aug. 12, 2026, the Oriental Harbor Overseas Fund, managed by Dan Bin, filed its second-quarter 2026 Form 13F with the U.S. Securities and Exchange Commission. The filing disclosed the fund’s U.S. holdings and portfolio adjustments. The latest holdings show that Oriental Harbor significantly increased its exposure to the AI hardware supply chain in the second quarter, taking large new positions in Intel, SanDisk, AMD, Marvell Technology, Arm, Broadcom and Lumentum. Intel and AMD ranked among the fund’s six largest holdings.
Dan Bin’s latest U.S. stock holdings have been disclosed, revealing notable portfolio changes.
On Aug. 12, 2026, the Oriental Harbor Overseas Fund, managed by Dan Bin, filed its second-quarter 2026 Form 13F with the U.S. Securities and Exchange Commission. The filing disclosed the fund’s U.S. holdings and portfolio adjustments.
The latest holdings show that Oriental Harbor significantly increased its exposure to the AI hardware supply chain in the second quarter, taking large new positions in Intel, SanDisk, AMD, Marvell Technology, Arm, Broadcom and Lumentum. Intel and AMD ranked among the fund’s six largest holdings.
On Aug. 12, 2026, the Oriental Harbor Overseas Fund, managed by Dan Bin, filed its second-quarter 2026 Form 13F with the U.S. Securities and Exchange Commission. The filing disclosed the fund’s U.S. holdings and portfolio adjustments.
The latest holdings show that Oriental Harbor significantly increased its exposure to the AI hardware supply chain in the second quarter, taking large new positions in Intel, SanDisk, AMD, Marvell Technology, Arm, Broadcom and Lumentum. Intel and AMD ranked among the fund’s six largest holdings.