Dan Bin’s Dongfang Harbor fund shifts US tech holdings, adds Micron, SanDisk, Nvidia

The rotation is notable less for the new names than for what it discards: AMD, Broadcom and Lumentum were second-quarter purchases reversed within a single quarter, a cadence closer to momentum trading than the long-horizon value posture Dan Bin is known for. The additions tilt the book toward memory and AI-compute exposure, with Alphabet remaining the anchor. For observers of high-profile China-based managers running US tech, the open question is whether this faster turnover persists or proves a one-off rebalance — and whether the memory-heavy tilt is a durable conviction or a tactical trade.