Top Funds / Dalal Street, LLC


Mohnish Pabrai

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
MICRON TECHNOLOGY INC 1,552,000 $136,902,000 52.25% -268,322 +$50,000
Seritage Growth Properties CL A 4,733,118 $86,853,000 33.15% -31 +$17,371,000
Alibaba Group Holding Ltd SPONSORED ADS 168,843 $38,282,000 14.61% New +$38,282,000