account_balance
Investment manager · 13F filer · SEC CIK 2046333
Oriental Harbor Investment Master Fund
Reported value$1.47Bas of Sep 30, 2026
Positions13 2 new, 2 sold out
Top 10 weight98.5%GOOG alone is 27%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
26.9%Added +11%
NVDANVIDIA Corp
19.2%Added +14%
INTCIntel Corp
14.4%Trimmed −5%
MUMicron Technology Inc
10.9%Added +2%
SNDKSandisk Corp
9.3%
AAPLApple Inc.
6.2%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.3%
AMDAdvanced Micro Devices Inc
3.8%Trimmed −64%
AMZN2.4%SPCXMETAGOOGAlphabet Inc.
26.9%Added +11%
NVDANVIDIA Corp
19.2%Added +14%
INTCIntel Corp
14.4%Trimmed −5%
MUMicron Technology Inc
10.9%Added +2%
SNDKSandisk Corp
9.3%
AAPL6.2%TSMAMD3.8%AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 26.9% Added +11%NVDA NVIDIA Corp 19.2% Added +14%INTC Intel Corp 14.4% Trimmed −5%MU Micron Technology Inc 10.9% Added +2%SNDK Sandisk Corp 9.3% HeldAAPL Apple Inc. 6.2% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 4.3% HeldAMD Advanced Micro Devices Inc 3.8% Trimmed −64%AMZN Amazon.com Inc 2.4% Added +135%SPCX Space Exploration Technologies Corp 1.1% NewMETA Meta Platforms, Inc. 0.8% Added +6694%LITE Lumentum Holdings Inc. 0.6% Trimmed −62%
What changed
Biggest moves since Jun 30, 2026
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