GuruTrack

Dan Bin

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Summary
Dan Bin disclosed 13 positions in its latest 13F (2026 Q2), a portfolio value of ~$1.65B, across 3 sectors; top holdings GOOG, INTC, NVDA. This quarter: 7 new, 1 added, 5 trimmed, 6 closed. Data from public SEC 13F filings, delayed up to ~45 days.
Portfolio value$1.65B
Holdings13incl. options
Sectors3
Latest filing2026 Q2
New7$811.52M
Added1$145.69M
Trimmed5$139.56M
Sold6$351.62M
View original SEC filing

Guru playbook

This quarter at a glance
Focused bookHighly concentrated · top 5 = 72%High turnover · activeTechnology-heavy

Circle of competence (by value)

Technology65%
Communication Services22%
Consumer Discretionary1%

Biggest new buy

INTCINTEL CORP

New buy · of book 15.7%

Biggest add

MUMICRON TECHNOLOGY INC

Added +102.1%

Biggest exit

AAPLAPPLE INC

Exited · was ~$87.37M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.