Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q3 2021)
According to the SEC 13F filed on Nov 12, 2021, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2021, the filing reported:
New Buys - None reported
Increases - Micron Technology, Inc.
Reductions - Alibaba Group Holding Limited
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.