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HoldLens
Mohnish Pabrai · quarter digest

What Mohnish Pabrai did in Q3 2025

Pabrai Investment Funds filed 2 moves in Q3 2025: 0 new, 1 add, 1 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q6. Philosophy: Heads I win, tails I don't lose much. Cloning the best.

Adds · 1

Adding to conviction

ADD +15%·24.6% book·+19

Micron cycle bet.

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Trims · 1

Taking chips off

TRIM -25%·21.3% book·−2

Material Stellantis reduction.

Current top holdings

Mohnish Pabrai’s book, latest snapshot

#TickerWeight
1MU
Micron Technology
24.6%
2STLA
Stellantis
21.3%
3BABA
Alibaba
18.4%
4GOOG
Alphabet
9.7%
5FCAU
Brookfield Reins.
6.5%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.