Dan Bin's latest US stock holdings revealed! Betting on AI hardware with heavy purchases of Intel, SanDisk, and AMD

Dan Bin's latest US stock holdings have been revealed, and his portfolio adjustments have attracted significant attention. On August 12, Orient Harbor Overseas Fund, managed by Dan Bin, submitted its 2026 Q2 13F filing to the US Securities and Exchange Commission (SEC), disclosing its US stock holdings and portfolio changes. According to the latest holdings, Orient Harbor significantly increased its allocation to the AI hardware industry chain in the second quarter, making substantial new investments in seven stocks: Intel, SanDisk, AMD, Marvell Technology, ARM, Broadcom, and Lumentum. Among them, Intel and AMD are now among the fund’s top six heavy positions.