According to Odaily and private fund data tracker data, Taihe Overseas Fund's portfolio comprised 13 U.S.-listed stocks totaling approximately $1.47 billion in value as of end of Q3 2026. Google remained the fund's largest holding. In Q3, the fund reduced positions in semiconductor names including Qualcomm, Broadcom, and Lumentum, while adding to storage leader Micron, SanDisk, Nvidia, Google-C, and TSMC, reflecting a shift in AI sector allocation preferences.

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