Holdings
| MU MICRON TECHNOLOGY INC | $131.9M | 47.5% | 1,552,000 | — | — | Held |
| SRG SERITAGE GROWTH PROP- A | $87.1M | 31.4% | 4,733,118 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $58.7M | 21.1% | 258,721 | +89,878 | +53.2% | Added |
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.