但斌出手，减仓英伟达！

Core Viewpoint - Oriental Harbor Investment Fund, managed by Dan Bin, reported a significant increase in its US stock holdings, reaching a total market value of $1.127 billion by the end of Q2 2025, with Nvidia remaining the largest position [2][3]. Group 1: Holdings Overview - As of the end of Q2 2025, the fund held 13 US stocks, with a total market value of $1.127 billion, up from $868 million at the end of Q1 [2]. - The top holdings include Nvidia, Alphabet, Meta, Microsoft, Amazon, Apple, Tesla, and Netflix, indicating a strong focus on the artificial intelligence industry [3]. Group 2: Major Stock Changes - Nvidia remains the largest holding with 1,267,651 shares valued at over $200 million, despite a reduction of 110,769 shares from the previous quarter [4]. - The fund increased its position in Alphabet to 921,482 shares, valued at $163.46 million, reflecting a 267,164 share increase [4][7]. - New positions were established in Tesla (198,192 shares valued at $62.96 million), Netflix (42,760 shares valued at $57.26 million), and Coinbase Global (156,865 shares valued at $54.98 million) [9]. Group 3: Reductions in Holdings - The fund significantly reduced its holdings in Amazon to 359,165 shares, valued at $78.80 million, following a volatile stock performance [11]. - Reductions were also noted in positions for Meta, Microsoft, and Apple, with Apple holdings decreasing to 338,432 shares valued at $69.44 million [13].