Oriental Harbor Investment Master Fund
CIK 2046333
13F filing for Q2 2026・No. 1,871
- Holdings
- US$1.65B
- Quarter change
- +US$516.5M
- Entries
- 13
- Net bought (estimate)
- +US$310.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 6
- Cut 5
- Added 1
- Corporate actions 0
- Unchanged 0
Largest holdings
13 stocks worth US$1.65B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 1,049,653 | US$370.87M | 22.48% |
| INTCINTEL CORPCOM | New | 1,849,390 | US$258.23M | 15.65% |
| NVDANvidiaCOM | Cut | 1,083,827 | US$216.86M | 13.15% |
| SNDKSANDISK CORPCOM | New | 77,276 | US$175.7M | 10.65% |
| MUMicronCOM | Added | 147,587 | US$170.36M | 10.33% |
| AMDAMDCOM | New | 251,437 | US$146.06M | 8.85% |
| MRVLMARVELL TECHNOLOGY INCCOM | New | 439,119 | US$130.81M | 7.93% |
| TSMTSMC ADRSPONSORED ADS | Cut | 137,289 | US$65.57M | 3.97% |
| ARMARM HOLDINGS PLCSPONSORED ADS | New | 150,573 | US$53.39M | 3.24% |
| AVGOBroadcomCOM | New | 65,947 | US$24.91M | 1.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.