However, Bin's $9.1 billion U.S. stock position is revealed, with Google replacing Nvidia as his top holding.

date
28/01/2026
The official website of the U.S. Securities and Exchange Commission disclosed the American stock holdings data of the overseas fund under the management of Dan Bin, the head of Oriental Harbor, in the fourth quarter of 2025. The data shows that by the end of 2025, Oriental Harbor held a total of 10 U.S. stocks, with a total market value of $1.316 billion, equivalent to over 9.1 billion RMB, slightly higher than the holding market value of approximately $1.292 billion at the end of the third quarter of 2025. In the fourth quarter of 2025, Oriental Harbor made some adjustments and focused more on tech giants in the U.S. stock market. In the fourth quarter, Oriental Harbor sold out of stocks such as Coinbase, Netflix, Astera Labs, BitMine Immersion Technologies, Broadcom, and TSMC. Additionally, the significant change is that Google replaced Nvidia and became the largest holding of Oriental Harbor. In previous quarters, Nvidia was the largest holding of Oriental Harbor. In the fourth quarter of 2025, Oriental Harbor increased its stake in Google by approximately 40.55%, and combined with the stock's nearly 29% increase in the fourth quarter, the holdings of Google significantly increased and far exceeded the holdings of Nvidia. By the end of 2025, Oriental Harbor's holding of Google had a market value of approximately $406 million, accounting for about 31% of its U.S. stock holdings.