Holdings
| MU MICRON TECHNOLOGY INC | $136.9M | 52.2% | 1,552,000 | −268,322 | −14.7% | Reduced |
| SRG SERITAGE GROWTH PROP- A | $86.9M | 33.1% | 4,733,118 | −31 | −0.0% | Reduced |
| BABA ALIBABA GROUP HOLDING-SP ADR | $38.3M | 14.6% | 168,843 | +168,843 | — | New |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.