Dalal Street, LLC Q2 2021 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $277.65M

Positions: 3

Period: 2021-06-30

Filed: 2021-08-13

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

Portfolio Value

$277.65M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q2 2021 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $277.65M across 3 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$131.89M·SRG$87.09M·BABA$58.67M

Holdings Heatmap

MU47.5% · $131.89M SRG31.4% · $87.09M BABA21.1% · $58.67M+53.2%

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

Largest Trades This Quarter

Largest Adds1

BABA

ALIBABA GROUP HLDG LTD

$58.67M

+53.2%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$131.89M	1,552,000	47.50%	-
2	SRGSERITAGE GROWTH PPTYS	$87.09M	4,733,118	31.37%	-
3	BABAALIBABA GROUP HLDG LTD	$58.67M	258,721	21.13%	+53.2%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BABAALIBABA GROUP HLDG LTD	$58.67M	258,721	+89.9K	+53.2%

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