Dan Bin's Oriental Harbor Overseas Fund made significant portfolio adjustments in Q3 2026, rotating into memory chip and AI infrastructure stocks while trimming semiconductor positions. The fund held 13 U.S. equities worth approximately $1.469 billion as of the end of the third quarter. The fund added to Micron Technology, SanDisk, Nvidia, Alphabet Class C, and TSMC during the period, signaling a shift toward storage and core AI hardware plays. Meanwhile, Dan Bin reduced holdings in AMD, Broadcom, and Lumentum — all of which had been newly purchased in Q2. Google remained the fund's largest single position at quarter-end, underscoring AI as the continued thematic focus despite the rotation within the sector.