Holdings
| MU MICRON TECHNOLOGY INC | $416.8M | 58.4% | 9,909,423 | +2,095,000 | +26.8% | Added |
| BAC BANK OF AMERICA CORP | $262.4M | 36.8% | 12,358,987 | +12,358,987 | — | New |
| BABA ALIBABA GROUP HOLDING-SP ADR | $34.0M | 4.8% | 175,000 | +175,000 | — | 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.