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Michael Burry

@michaeljburry

Global rank #7 · Scion Asset 13F + X commentary

The Big Short · contrarian risk signal

Followers

Hundreds of thousands+

Public holdings

6

Portfolio avg 24h

-2.25%

Stated return

2008 subprime short legend

Strategy

Deep value plus macro contrarian bets on overlooked risks or mispriced assets.

Protagonist of The Big Short and founder of Scion Asset Management. 13F filings and X warnings often spark sharp market debate — viewed as a contrarian risk barometer.

Sector Breakdown

AI / Cloud Compute

3 holdings

-8.71%

Macro / Energy

2 holdings

+4.46%

Other

1 holdings

+3.69%

Live Portfolio

Public holdings map

Updated 6/27/2026, 4:39:05 AM

SymbolSectorPrice24hThesisShare
BABAAlibabaAI / Cloud Compute$94.81-11.48%China tech deep value
JDJD.comAI / Cloud Compute$25.39-7.91%China e-commerce
BIDUBaiduAI / Cloud Compute$104.22-6.75%China AI search
GEOGEO GroupOther$30.36+3.69%Disclosed 13F position
SQQQProShares UltraShort QQQMacro / Energy$41.31+12.41%Contrarian hedge instrument
GLDSPDR Gold SharesMacro / Energy$373.63-3.48%Safe-haven asset

Key Highlights

  • 2008 subprime short cemented global fame
  • X posts frequently trigger index volatility debate
  • 13F changes tracked by hedge funds worldwide
  • Burry short narratives amplify fear cycles
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13F lags; X posts may reflect macro views, not live positions.