East Ocean overseas funds held 13 U.S. stock positions worth about $1.469 billion at the end of the third quarter, according to holdings data cited by BlockBeats on Oct. 25.
Google was the funds’ largest holding and AI remained a major allocation theme, the report said. The disclosure describes reported fund holdings and quarterly changes, rather than an investment recommendation.
Quarterly changes favored memory and AI names
Compared with the second quarter, the funds reduced positions in AMD, Broadcom and Lumentum, which had been new additions in the prior quarter. They increased positions in Micron, SanDisk, Nvidia, Google-C and TSMC, according to the cited data.
Source: BlockBeats, 2026-10-25 14:33:10 UTC.