Dan Bin’s Overseas Fund Holds $1.47B in US Stocks, Adds Nvidia and Micron

The rotation is telling: the fund trimmed three semiconductor names it bought only a quarter earlier while adding memory and AI-compute leaders, suggesting a shift in conviction within the chip trade rather than an exit from it. Alphabet's position as top holding alongside added Class C shares points to a barbell of AI infrastructure and platform exposure. For a fund with this much US equity concentrated in thirteen names, the open question is whether the new memory and Nvidia additions are held through volatility or rotated again next quarter.