[Dan Bin's U.S. Stock Portfolio 'Major Overhaul': Increased AI Chip Investments, Newly Added Intel Becomes Second Largest Holding, Exited Apple and Tesla] BlockBeats News, August 12 – According to the 13F filings disclosed by the U.S. Securities and Exchange Commission on August 11, as of June 30, 2026, Dan Bin's Eastern Harbor Overseas Fund held 13 U.S. stocks with a market value of approximately $1.65 billion, a 45.6% increase compared to the end of the first quarter. Alphabet's Class C shares remained the top holding, while Intel and NVIDIA accounted for 15.7% and 13.2% of the portfolio, ranking second and third, respectively. In terms of portfolio adjustments, Eastern Harbor initiated new positions in Intel, SanDisk, AMD, Marvell Technology, Arm, Broadcom, and Lumentum, while increasing its holdings in Micron Technology to 147,600 shares, a quarter-over-quarter increase of approximately 102%. During the same period, it reduced its holdings in Alphabet Class C shares, NVIDIA, TSMC, Amazon, and Meta. Additionally, it fully exited positions in Apple, Tesla, Circle, Alphabet Class A shares, and two leveraged ETFs, with a clear shift in focus toward AI infrastructure such as semiconductors, storage, and optical communications. The 13F filings only reflect long positions in U.S. stocks at the end of the quarter and do not represent real-time holdings. [Original Link]