知名私募人但斌执掌的东方港湾近日向美国证监会SEC提供了最新的13F文件，东方港湾海外基金“Oriental Harbor Investment Fund”2025年二季度的美股持仓数据出炉。2025年二季度末，东方港湾共持有13只美股标的，持股市值合计11.26亿美元，折合人民币超80亿元，相比2025年一季度末约8.68亿美元的持股市值增长29.7%。二季度，但斌在美股第一大重仓股依然是英伟达(NVDA.US)，谷歌跃升至第二大重仓股。此外，二季度但斌首次买入数字货币概念股Coinbase，持仓额接近5470万美元。按交易量计算，Coinbase目前是美国最大的加密货币交易所。
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