Oriental Harbor Investment Master Fund

CIK 0002046333 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Oriental Harbor Investment Master Fund reported 13 positions worth $1.65B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: GOOG (22.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.65B
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
97.8%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INC SH$370.9M22.48%1,049,653
2INTCINTEL CORPSH$258.2M15.65%1,849,390
3NVDANVIDIA CORPORATIONSH$216.9M13.15%1,083,827
4SNDKSANDISK CORPSH$175.7M10.65%77,276
5MUMICRON TECHNOLOGY INC SH$170.4M10.33%147,587
6AMDADVANCED MICRO DEVICES INC SH$146.1M8.85%251,437
7MRVLMARVELL TECHNOLOGY INCSH$130.8M7.93%439,119
8TSMTAIWAN SEMICONDUCTOR MANUFACSH$65.6M3.98%137,289
9ARMARM HOLDINGS PLCSH$53.4M3.24%150,573
10AVGOBROADCOM INCSH$24.9M1.51%65,947

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Oriental Harbor Investment Master Fund hold as of Q2 2026?

Oriental Harbor Investment Master Fund reported 13 positions worth $1.65B in its Q2 2026 13F filing. Largest positions: GOOG (22.5%), INTC (15.7%), NVDA (13.1%), SNDK (10.7%) and MU (10.3%).

What did Oriental Harbor Investment Master Fund buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Oriental Harbor Investment Master Fund sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.