Dan Bin's U.S. stock holdings undergo a "major overhaul."

Dan Bin's latest holdings in US stocks have been released. According to the latest data from Private Equity Ranking Network, as of the end of the second quarter of 2026, Dongfang Harbor's overseas fund held a total of 13 US stock targets, with a total market value of approximately $1.65 billion, which is about 11.1 billion yuan at the current exchange rate, representing an increase of about 45.63% compared to the market value of approximately $1.13 billion at the end of the first quarter of 2026. In terms of adjustment actions, compared to the first quarter, the Dongfang Harbor overseas fund's US stock holdings underwent a "major overhaul." Specifically, Dongfang Harbor's overseas fund completely liquidated six targets including Apple, the ProShares Ultra QQQ ETF, Tesla, and CIRCLE INTERNET GROUP INC. At the same time, it newly acquired seven targets related to AI hardware, including Intel, SanDisk, Advanced Micro Devices, Marvell Technology, Arm Holdings plc ADR, Broadcom, and Lumentum. From the overall holdings perspective, the largest position in Dongfang Harbor's US stock portfolio remains Google-C, accounting for approximately 23% of its portfolio, which represents a reduction compared to the first quarter. Additionally, Dongfang Harbor also completely liquidated its holdings in Google-A and the 2x Long Google ETF.