Trending Creators in 2025Dan Bin is probably the most distinct and thorough manager among well-known domestic managers in embracing U.S. stocks.
There's not a trace of Chinese concept stocks in his portfolio.
He is highly controversial in simplified Chinese discussion forums, often criticized in recent years for leveraging U.S. tech stocks.
But ignoring the controversy, he has made a huge profit.
Dan Bin's 2026 Q1 13F report is out, clearing Microsoft, reducing 3x leverage positions, and newly entering TSMC, Micron, and CRCL.
The scale has slightly decreased, from 1.3 billion at the end of last quarter to 1.1 billion this time.
Google accounts for 38%, NVIDIA accounts for 20%.
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