Dalal Street, LLC Q3 2021 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $190.77M

Positions: 3

Period: 2021-09-30

Filed: 2021-11-12

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

Portfolio Value

$190.77M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q3 2021 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $190.77M across 3 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$112.09M·SRG$70.19M·BABA$8.49M

Holdings Heatmap

MU58.8% · $112.09M+1.7%SRG36.8% · $70.19M

BABA4.5% · $8.49M-77.8%

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

Largest Trades This Quarter

Largest Adds1

MICRON TECHNOLOGY INC

$112.09M

+1.7%

Largest Reductions1

BABA

ALIBABA GROUP HLDG LTD

$8.49M

-77.8%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$112.09M	1,579,150	58.76%	+1.7%
2	SRGSERITAGE GROWTH PPTYS	$70.19M	4,733,118	36.79%	-
3	BABAALIBABA GROUP HLDG LTD	$8.49M	57,347	4.45%	-77.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
MUMICRON TECHNOLOGY INC	$112.09M	1,579,150	+27.1K	+1.7%

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