BlockBeats News, August 12th: The U.S. Securities and Exchange Commission's 13F filing disclosed on August 11th revealed that as of June 30, 2026, Dong Bin's Oriental Harbor Overseas Fund held 13 U.S. stocks with a total value of approximately $1.65 billion, representing a 45.6% increase from the end of the first quarter. Alphabet's Class C shares remained the top holding, with Intel and Nvidia ranking second and third with 15.7% and 13.2% allocation, respectively.

In terms of portfolio adjustments, Oriental Harbor initiated new positions in Intel, Sandisk, AMD, Marvell Technology, Arm, Broadcom, and Lumentum. The fund also increased its stake in Micron Technology to 147,600 shares, a roughly 102% increase from the previous period. Concurrently, it reduced its holdings in Alphabet's Class C shares, Nvidia, TSMC, Amazon, and Meta.

Additionally, it exited positions in Apple, Tesla, Circle, Alphabet's Class A shares, and two leveraged ETFs, significantly shifting its focus towards semiconductor, storage, and optical communication sectors, among others, in the AI infrastructure space. It is important to note that 13F filings only reflect long U.S. equity positions at the end of each quarter and do not represent real-time holdings.