Holdings
Oriental Harbor Investment Master Fund
As of Jun 30, 2026, Oriental Harbor Investment Master Fund reported 12 positions worth US$1.6B. Largest: Alphabet Inc (google) Class C, Intel Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 1.04M | US$371M | −441K | Jun 30, 2026 |
| Intel Corporation | 1.85M | US$258M | new | Jun 30, 2026 |
| Nvidia Corporation | 1.08M | US$217M | −202K | Jun 30, 2026 |
| Sandisk Corporation | 77,276 | US$176M | new | Jun 30, 2026 |
| Micron Technology, Inc. | 148K | US$170M | +74,557 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 251K | US$146M | new | Jun 30, 2026 |
| Marvell Technology, Inc. | 439K | US$131M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 137K | US$65.6M | −72,430 | Jun 30, 2026 |
| Broadcom Inc. | 65,947 | US$24.9M | new | Jun 30, 2026 |
| Lumentum Holdings Inc. | 26,122 | US$22.4M | new | Jun 30, 2026 |