Orient Asset Management, led by Dan Bin, has restructured its U.S. stock portfolio, selling off its positions in Coinbase, BitMine, and other stocks, according to the SEC's Q4 2025 disclosure. The fund's total U.S. stock holdings rose slightly to $1.316 billion by the end of 2025. A notable shift saw Google become the largest holding, replacing NVIDIA, with a 40.55% increase in Google shares and a 29% rise in Google's stock price during the quarter. By year-end, Google's market value in the portfolio was approximately $406 million, representing 31% of the total holdings.