- Michael Burry’s 13F portfolio value increased from $82B to $86M this quarter.
- Scion Asset Management added Jack in the Box & Facebook while increasing Qorvo & Gamestop.
- The top three positions are Qorvo, Jack in the Box, and Gamestop and they add up to ~38% of the portfolio.
Michael Burry’s 13F portfolio increased from $82M to $86M this quarter. The portfolio is heavily concentrated with recent 13F reports showing around 10 positions.
To know more about Dr. Michael Burry, check out the book The Big Short: Inside the Doomsday Machine by Michael Lewis.
Below is a spreadsheet that shows the changes to Michael
Burry's Scion Asset Management US long portfolio holdings as of Q1 2020. For a
look at how the portfolio has progressed, see our previous update:
To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .