But Bin's US tech sector "major rebalancing": increases stakes in Micron, SanDisk, and Nvidia, reduces holdings in AMD, Broadcom, and Lumentum.

BlockBeats news, October 25: Dan Bin, Chairman of Oriental Harbor Fund, has made a "major rebalancing" in the technology sector. According to statistics from Simuwang, as of the end of Q3 2026, Oriental Harbor's overseas fund held a total of 13 U.S. stock positions, with a combined market value of approximately $1.469 billion.

In terms of sector distribution, AI remains the focus of Oriental Harbor's allocation, and as of the end of Q3, Google was the largest holding of Oriental Harbor's overseas fund. However, judging from position adjustments, Dan Bin's preference for AI industry sub-sectors has changed significantly compared with Q2. According to statistics, in Q3 of this year, Oriental Harbor's overseas fund reduced its positions in Advanced Micro Devices (AMD), Broadcom, Lumentum, and other targets newly bought in Q2, while increasing its positions in memory giants Micron Technology, SanDisk, as well as Nvidia, Google-C, TSMC, and others.