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Dan Bin’s Overseas Funds Add to Nvidia, Micron Positions as AI Remains a Focus

The funds held 13 U.S. stocks worth about $1.469 billion at the end of the third quarter, with Google as their largest holding.

By Enna Lee
Published
Gloved hands hold a patterned silicon wafer under cleanroom lights / TokenPost.ai
Gloved hands hold a patterned silicon wafer under cleanroom lights / TokenPost.ai

Dan Bin’s overseas funds at Dongfang Harbor increased stakes in Nvidia and Micron Technology in the third quarter, while trimming several positions opened in the prior quarter as AI remained a portfolio focus.

At quarter-end, the funds held 13 U.S. stocks with a combined market value of about $1.469 billion. Google was their largest holding.

The funds increased positions in Micron Technology, SanDisk, Nvidia, Google Class C and Taiwan Semiconductor Manufacturing Co. They cut holdings in Advanced Micro Devices, Broadcom and Lumentum, which they had newly added in the second quarter.

Enna Lee

Reporter

Enna Lee reports on investing and digital-asset markets for TokenPost. Send corrections or tips to info@tokenpost.com.

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