Holdings
| MU MICRON TECHNOLOGY INC | $510.5M | 48.0% | 9,909,423 | — | — | Held |
| BAC BANK OF AMERICA CORP | $293.5M | 27.6% | 12,358,987 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $138.3M | 13.0% | 608,900 | +608,900 | — | New |
| GOOG ALPHABET INC-CL C | $121.4M | 11.4% | 85,900 | +85,900 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BABA ALIBABA GROUP HOLDING-SP ADR | 175,000 | $34.0M |
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.