Oriental Harbor Investment Master Fund

Oriental Harbor Investment Master Fund reported 13 holdings worth US$1.65B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Oriental Harbor Investment Master Fund reported 13 holdings worth US$1.65B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Intel Corporation and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).

Holdings
13
Value as reported
US$1.65B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C1.04MUS$371M22.5%
Intel Corporation1.85MUS$258M15.7%
Nvidia Corporation1.08MUS$217M13.1%
Sandisk Corporation77,276US$176M10.7%
Micron Technology, Inc.148KUS$170M10.3%
Advanced Micro Devices Inc251KUS$146M8.9%
Marvell Technology, Inc.439KUS$131M7.9%
Taiwan Semiconductor Manufacturing Co., Ltd.137KUS$65.6M4.0%
Broadcom Inc.65,947US$24.9M1.5%
Lumentum Holdings Inc.26,122US$22.4M1.4%
Amazon.com, Inc.59,897US$14.3M0.87%
Meta Platforms, Inc.241US$136K<0.01%
Apple Inc0US$00.00%
Circle Internet Group, Inc.0US$00.00%
Tesla, Inc.0US$00.00%

Source

View original at SEC

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