Dan Bin
Hold great businesses for the long run and let time compound. Prefers consumer leaders with pricing power and brand/culture moats; believes "roughly right beats precisely wrong," downplaying timing in favor of the business's own compounding.
One of China's best-known long-term value investors; founded Eastern Bay in 2004. Famous for "holding great companies through time," with long-standing conviction in consumer leaders like Kweichow Moutai. Author of Roses of Time; in recent years openly embraced AI assets such as NVIDIA.
Dan Bin's offshore vehicle, Oriental Harbor Investment Master Fund, files a quarterly U.S. SEC 13F — the verifiable window into his book. Weights and quarterly changes below are from the latest filing (as of Mar 31, 2026). His signature A-share conviction, Kweichow Moutai, is too small to surface in any company's top-10 holders and is shown separately as philosophy, not a filing-verified position. Judge for yourself; don't copy.
Holdings & weights
Q1 2026 · 13F (as of Mar 31, 2026)Weights are by market value, from real 13F / daily disclosure. This is a snapshot and will change — see live: Oriental Harbor 13F · whalewisdom
His overwhelming #1 (≈37% of the book with Class A) — the anchor of his "all-in AI" thesis.
Analyze through a master's lensThe AI-compute flagship he bet on loudly, calling it a once-in-a-lifetime trade.
Analyze through a master's lensA leveraged Nasdaq long he trimmed this quarter.
Analyze through a master's lensThe Class A leg of his Alphabet stake, newly added this quarter.
Analyze through a master's lensA growth position within his AI/robotics thesis.
Analyze through a master's lensA new buy this quarter — a bet on the upstream AI-compute supply chain.
Analyze through a master's lensHis long-term A-share conviction and the face of his "Roses of Time" thesis; too small to surface in any top-10 holder list, and not in the U.S. 13F.
Analyze through a master's lensIn their own words
Time is the friend of the great business and the enemy of the mediocre one.
Vaguely right beats precisely wrong.
Where to follow them
Primary sources. Read the original — don't settle for second-hand summaries.
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