Oriental Harbor overseas fund held 13 US-listed stocks worth about $1.469 bln at end-Q3 2026; AI remains the primary focus and Alphabet is the largest position. In Q3 the fund rotated within AI-related subsectors, trimming Q2 additions Advanced Micro Devices, Broadcom and Lumentum, while adding to Micron Technology, SanDisk, NVIDIA, Alphabet Class C and TSMC.

2026-10-25

Oriental Harbor overseas fund held 13 US-listed stocks worth about $1.469 bln at end-Q3 2026; AI remains the primary focus and Alphabet is the largest position. In Q3 the fund rotated within AI-related subsectors, trimming Q2 additions Advanced Micro Devices, Broadcom and Lumentum, while adding to Micron Technology, SanDisk, NVIDIA, Alphabet Class C and TSMC.