Dan Bin’s Overseas Funds Add to Nvidia, Micron Positions as AI Remains a Focus
Photo: TokenPost
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.
Source: TokenPost
