Holdings
| MU MICRON TECHNOLOGY INC | $169.9M | 78.4% | 1,823,812 | +244,662 | +15.5% | Added |
| SRG SERITAGE GROWTH PROP- A | $46.7M | 21.6% | 3,522,118 | −1,211,000 | −25.6% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BABA ALIBABA GROUP HOLDING-SP ADR | 57,347 | $8.5M |
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.