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

October 25: Dongfang Harbor Fund Chairman Dan Bin is making a "major rebalancing" in the technology sector. According to statistics from Private Equity Ranking Network, 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; as of the end of the third quarter, Google was the largest heavyweight holding of Dongfang Harbor Overseas Fund. However, judging from position increases and decreases, Dan Bin's preference for sub-sectors within the AI industry changed significantly compared with the second quarter. According to statistics, in the third quarter of this year, Dongfang Harbor Overseas Fund reduced its holdings 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.