Dongfang Harbor Q2 2026 13F: largest position changes但斌 (Dongfang Harbor) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜但斌 (Dongfang Harbor)

截至2026年6月30日｜美股多头市值 $1.6B

重点增持

• 新建｜英特尔 (INTC)｜期末 $258M

• 新建｜闪迪公司 (SNDK)｜期末 $176M

• 加仓 +102%｜美光科技 (MU)｜期末 $170M

重点减持

• 减仓 -13%｜谷歌 (GOOG)｜期末 $346M

• 减仓 -16%｜英伟达 (NVDA)｜期末 $224M

• 清仓｜苹果 (AAPL)｜上季 $87M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Dongfang Harbor

as of 2026-06-30 | reported long value $1.6B

Largest additions

• New | Intel Corporation (INTC) | quarter-end $258M

• New | Sandisk Corporation (SNDK) | quarter-end $176M

• Shares +102% | Micron Technology, Inc. (MU) | quarter-end $170M

Largest reductions

• Shares -13% | Alphabet Inc. (GOOG) | quarter-end $346M

• Shares -16% | NVIDIA Corporation (NVDA) | quarter-end $224M

• Exited | Apple Inc. (AAPL) | prior-quarter $87M

Note: 13F is a delayed quarter-end holdings snapshot.