---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40295822.md"
description: "Dan Bin's 2026 Q1 13F report is out, clearing Microsoft, reducing 3x leverage positions, and newly entering TSMC, Micron, and CRCL.The scale has slightly decreased, from 1.3 billion at the end of last quarter to 1.1 billion this time.Google accounts for 38%, NVIDIA accounts for 20%."
datetime: "2026-04-29T15:54:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40295822.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40295822.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40295822.md)
author: "[奥斯汀成长股实验室](https://longbridge.com/en/profiles/14072672.md)"
---

# Dan Bin's 2026 Q1 13F report is out, clearing Micr…


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