Oriental Harbor Investment Master Fund: 13F holdings
CIK 20463332026Q2
| Positions | 13 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG ALPHABET INC | 1,049,653 | $370.9m | 22.5% |
| INTC INTEL CORP | 1,849,390 | $258.2m | 15.7% |
| NVDA NVIDIA CORPORATION | 1,083,827 | $216.9m | 13.1% |
| SNDK SANDISK CORP | 77,276 | $175.7m | 10.7% |
| MU MICRON TECHNOLOGY INC | 147,587 | $170.4m | 10.3% |
| AMD ADVANCED MICRO DEVICES INC | 251,437 | $146.1m | 8.9% |
| MRVL MARVELL TECHNOLOGY INC | 439,119 | $130.8m | 7.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 137,289 | $65.6m | 4.0% |
| ARM ARM HOLDINGS PLC | 150,573 | $53.4m | 3.2% |
| AVGO BROADCOM INC | 65,947 | $24.9m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2046333")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.