Dan Bin's U.S. Stock Portfolio Surges 45.6% with Major AI Chip Rotation

Orient Harbor Overseas Fund assets hit $1.65B, up 45.6%. Dan Bin exits Apple/Tesla, loading Intel, AMD, and Micron in a clear pivot toward AI infrastructure.

Woofun AI data shows that Orient Harbor Overseas Fund, managed by Dan Bin, held 13 U.S. stocks worth approximately $1.65 billion as of June 30, 2026, marking a 45.6% increase from the end of the first quarter. Google Class C shares remained the largest holding, while Intel and NVIDIA ranked second and third, accounting for 15.7% and 13.2% of the portfolio respectively.

The fund added new positions in Intel, SanDisk, AMD, Micron, Arm Holdings, Broadcom, and Lumentum. Holdings in Micron rose roughly 102% to 147,600 shares. Conversely, the fund reduced stakes in Google Class C, NVIDIA, TSMC, Amazon, and Meta Platforms. It completely exited Apple, Tesla, Circle Internet Group, Google Class A shares, and two leveraged ETFs, shifting focus toward semiconductor, storage, and optical communication technologies.