Total Assets
IPO$Alibaba(BABA.US)$Broadcom(AVGO.US)$Alphabet - C(GOOG.US)$BitMine Immersion Tech(BMNR.US)Should have followed Pelosi to switch to Broadcom last year
Dan Bin's latest holdings are here! The largest position remains NVIDIA, with first-time purchases of Alibaba and Broadcom, and significant reductions in Amazon and Netflix
The Dongfang Gangwan Overseas Fund, led by Dan Bin, submitted a 13F report to the U.S. Securities and Exchange Commission, revealing its holdings dynamics for the third quarter of 2025. The management scale is approximately $1.292 billion, with the number of holdings increasing from 13 to 17. The top ten heavy positions are mainly in technology leaders, accounting for 92.45% of the weight. The third quarter adjustments include first-time purchases of Alibaba, Broadcom, and Astera Labs, while reducing positions in Amazon and Netflix
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