Oriental Harbor Investment Fund 13F Holdings

Holdings from the most recent 13F from Oriental Harbor Investment Fund

Filed: 2025-07-21 (Q2 2025) | Holdings: 17 | Value: $1.6B | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
NVDA - NVIDIA CORPORATION
Reduce 8% $(17.5M)
12.42%
$200.2M
+28.09%
+5.22%
N/A - ALPHABET INC
New Purchase
10.15%
$163.5M
GOOG - ALPHABET INC
Add 41% ($47.4M)
10.15%
$163.5M
FNGA - BANK MONTREAL MEDIUM
Add 2192% ($123.7M)
8.03%
$129.4M
TQQQ - PROSHARES TR
Reduce 17% $(21.1M)
6.49%
$104.5M
+75.38%
+18.80%
META - META PLATFORMS INC
Reduce 25% $(33.5M)
6.21%
$100.0M
-16.19%
+2.47%
MSFT - MICROSOFT CORP
Reduce 32% $(45.5M)
5.92%
$95.3M
-18.77%
+2.04%
N/A - AMAZON COM INC
New Purchase
4.89%
$78.8M
AMZN - AMAZON COM INC
Reduce 35% $(43.0M)
4.89%
$78.8M
+17.12%
-5.11%
AAPL - APPLE INC
Reduce 34% $(36.6M)
4.31%
$69.5M
+37.86%
+21.40%
TSLA - TESLA INC
New Purchase
3.91%
$63.0M
+34.95%
+33.13%
NFLX - NETFLIX INC
New Purchase
3.55%
$57.2M
-30.55%
-9.27%
COIN - COINBASE GLOBAL INC
New Purchase
3.40%
$54.7M
NVDL - GRANITESHARES ETF TR
Reduce 71% $(20.7M)
0.53%
$8.6M
+36.76%
+5.21%
TSM - TAIWAN SEMICONDUCTOR MFG LTD
Add 1% ($18.7K)
0.11%
$1.8M
+71.24%
+21.77%