Holdings
| MU MICRON TECHNOLOGY INC | $112.1M | 58.8% | 1,579,150 | +27,150 | +1.7% | Added |
| SRG SERITAGE GROWTH PROP- A | $70.2M | 36.8% | 4,733,118 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $8.5M | 4.5% | 57,347 | −201,374 | −77.8% | Reduced |
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.