KevinQin.eth|May 14, 2026 03:16
Chinese "Buffett" Dan Bin's overseas fund clears position, Coinbase heavily invests in Google Nvidia
In January of this year, ORIENTAL HARBOR Investment FUND, an overseas subsidiary of Dan Bin, submitted its latest US stock holdings data to the US Securities and Exchange Commission (SEC), which showed that as of the end of 2025, the total market value of US stock assets held by ORIENTAL HARBOR Investment FUND was approximately $1.316 billion (about RMB 9.1 billion), a slight increase from $1.292 billion at the end of the third quarter of 2025.
This report shows that there are a total of 10 holding targets in the US stock market of Dongfang Port, and the overall holding structure will show a significant adjustment in the fourth quarter of 2025, further focusing on tech giants. The most notable change is that Google (GOOG) has replaced Nvidia (NVDA) as the largest holding stock in Oriental Harbor.
From the perspective of position details, technology companies dominate among the top ten heavily held stocks. Apart from Google and Nvidia, Microsoft, Apple Meta、 Tesla and Amazon are both among them, indicating a sustained optimism towards the leading technology stocks in the US stock market.
In addition, Dongfang Port has also deployed multiple leveraged ETF products, such as the Triple Long Donkey 100 ETF (TQQQ) and the Triple Long FANG+Index ETN (FNGU), which rank third and fourth in holdings, respectively. It is worth noting that the double long Google ETF (GGLL) increased its holdings by as much as 117.61%, further amplifying its risk exposure on Google.
In the fourth quarter of 2025, Dongfang Port also carried out a series of position adjustment operations, clearing positions including Coinbase, Netflix Astera Labs、BitMine Immersion Technologies、 Multiple stocks including Broadcom and TSMC.
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