But Bin's U.S. stock holdings revealed

Dongfang Harbor Overseas Fund's head, Dan Bin, is making a "major repositioning" in the technology sector. Data from Simuwang shows that as of the end of the third quarter of 2026, Dongfang Harbor Overseas Fund held a total of 13 U.S. stock targets, with a combined market value of approximately $1.469 billion. In terms of industry distribution, AI remains its key focus, and as of the end of the third quarter, Google was the largest holding of Dongfang Harbor Overseas Fund. However, judging from the add-and-reduce actions, Dan Bin's preference for sub-sectors within the AI industry changed noticeably compared with the second quarter. According to statistics, in the third quarter of this year, Dongfang Harbor Overseas Fund reduced its positions in Advanced Micro Devices, Broadcom, Lumentum and other targets newly bought in the second quarter, while increasing its positions in memory giants Micron Technology, SanDisk, as well as Nvidia, Google-C, TSMC and others.