Dan Bin, the head of the Oriental Port Overseas Fund, has made a “big deal” in the technology sector. According to statistics from the Private Equity Ranking Network, as of the end of the third quarter of 2026, Oriental Port Overseas Fund held a total of 13 US shares, with a total market value of about US$1,469 billion. Judging from the industry distribution, AI is still the focus of its layout. As of the end of the third quarter, Google was the largest stock of the Oriental Port Overseas Fund. However, judging from the move to add and reduce positions, Bin's preference for AI industry segmentation tracks changed markedly compared to the second quarter. According to statistics, in the third quarter of this year, the Oriental Port Overseas Fund reduced its holdings of newly purchased companies such as Chaowei Semiconductor, Broadcom, and Lumentum in the second quarter, while also increasing storage giants such as Micron Technology, SanDisk, Nvidia, Google-C, and TSMC.

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