17H·

Portfolio Michael Burry Q1/25

Olli · 2025-05-17T23:42:08.933995Z

That doesn't look very optimistic. 🤔 $NVDA $BABA $PDD $JD $EL $TCOM $BIDU Source: www.michael-burry.com

That doesn't look very optimistic. 🤔

$NVDA (+0.4%)
$BABA (-0.09%)
$PDD (+0.48%)
$JD (-2.2%)
$EL (-2.66%)
$TCOM (-0.85%)
$BIDU (+0.56%)

Source: www.michael-burry.com

6 Comments

Chandra@Chandra

17H

Michael Burry is not known for optimism either. 😄

Q1 has been over for 1.5 months and things went downhill at the beginning of April. He was quite right with most of his predictions.

His portfolio probably looks completely different now. Don't let that unsettle you.

•

Luca@CitiBank

17H

Top 2 okay rest mhm🥴

••

Luca@CitiBank

17H

Top 2 okay rest mhm🥴

••

Mo@BigMo

It must also be said that Michael Burry rebalances his portfolio quite often.
The Q1 portfolio snapshot may already be completely outdated and he is now long... 🤷‍♂️

••

Matzke@Matzke

1Min

I am not able to categorize this table! Has Burry now sold these shares short? Does he have derivatives in his portfolio equivalent to these shares and these derivatives serve to hedge his real portfolio? Questions upon questions and no meaningful answers.

••