- Portfolio
- Activity
Michael Burry Holdings Activity
Scion Asset Management Portfolio 13F
Scion Asset Management has disclosed a total of 20 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 2, bought 5 totally new, decreased the number of shares of 2 and completely sold out 11 position(s).
What stocks is Michael Burry buying now?
In the recent quarter Michael Burry has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (FOUR) SHIFT4 PAYMENTS INC-CLASS A (new buy), (MOH) MOLINA HEALTHCARE INC (new buy), (HPP) HUDSON PACIFIC PROPERTIES IN (new buy), (BIDU) BAIDU INC - SPON ADR (added shares +87.5%) and (BABA) ALIBABA GROUP HOLDING-SP ADR (added shares +24%).
What does Michael Burry invest in?
Michael Burry's top 5 holdings (by % of portfolio) are (BABA) ALIBABA GROUP HOLDING-SP ADR (21.26%), (FOUR) SHIFT4 PAYMENTS INC-CLASS A (13.97%), (MOH) MOLINA HEALTHCARE INC (13.89%), (BIDU) BAIDU INC - SPON ADR (12.36%) and (JD) JDCOM INC-ADR (12.31%).
In the latest report(s) the following changes have been made to the top investments: (BABA) ALIBABA GROUP HOLDING-SP ADR (added shares +24%), (FOUR) SHIFT4 PAYMENTS INC-CLASS A (new buy), (MOH) MOLINA HEALTHCARE INC (new buy), (BIDU) BAIDU INC - SPON ADR (added shares +87.5%) and (JD) JDCOM INC-ADR (reduced shares -30.56%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.