Research report
Oriental Harbor Investment Q1 2026 13F Holdings and Activit…
Verified Q1 2026 13F holdings for Oriental Harbor Investment, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Oriental Harbor Investment
Dan Bin
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
13
Market Value
$1.6B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| GOOG | 22.5% | 30.5% | 30.9% | 17.4% |
| INTC | 15.7% | - | - | - |
| NVDA | 13.2% | 19.8% | 18.0% | 18.3% |
| SNDK | 10.7% | - | - | - |
| MU | 10.3% | - | - | - |
| AMD | 8.8% | - | - | - |
| MRVL | 7.9% | - | - | - |
| TSM | 4.0% | 6.3% | - | - |
| ARM | 3.2% | - | - | - |
| AVGO | 1.5% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
NVDA+8.38%
TSLA+17.03%
GOOG-4.28%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
SNDK-29.60%
INTC-34.02%
MU-15.59%
MRVL-15.74%
AMD-19.19%
Sector Analysis
Financials0.0%
Technology76.6%
Communication Services22.5%
Consumer Discretionary0.9%