On October 25th, news emerged that Dan Bin, who leads the overseas fund at Oriental Harbor Investment Management, has made substantial changes to the technology sector allocations. Data from Simuwang reveals that, as of the close of the third quarter in 2026, the fund boasted a portfolio of 13 U.S. stocks, collectively valued at around $1.469 billion. AI continues to be at the forefront of its investment strategy, with Google standing as its top holding at the end of the third quarter. Nevertheless, in comparison to the second quarter, Dan Bin's inclination towards particular niches within the AI sector has evolved. The figures indicate that, during the third quarter of the current year, the Oriental Harbor overseas fund trimmed its positions in stocks that were newly added in the second quarter, such as Advanced Micro Devices, Broadcom, and Lumentum. Conversely, it bolstered its stakes in Micron Technology, SanDisk, NVIDIA, Google-C, and Taiwan Semiconductor Manufacturing Company.