Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $262.04M

Positions: 3

Period: 2021-03-31

Filed: 2021-05-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Dalal Street, LLC Q1 2021 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $262.04M across 3 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$136.90M·SRG$86.85M·BABA$38.28M

+1 new2 reduced

Holdings Heatmap

MU52.2% · $136.90M-14.7%SRG33.1% · $86.85M-0.0%BABA14.6%New

Top 3 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

BABA

ALIBABA GROUP HLDG LTD

$38.28M

New

Largest Reductions2

MICRON TECHNOLOGY INC

$136.90M

-14.7%

SRG

SERITAGE GROWTH PPTYS

$86.85M

-0.0%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$136.90M	1,552,000	52.25%	-14.7%
2	SRGSERITAGE GROWTH PPTYS	$86.85M	4,733,118	33.15%	-0.0%
3	BABAALIBABA GROUP HLDG LTD	$38.28M	168,843	14.61%	New

Position Changes

Stock	Value	Shares
BABAALIBABA GROUP HLDG LTD	$38.28M	168,843

Follow Dalal Street, LLC's moves

Get alerts when Dalal Street, LLC files new 13F holdings.