- Michael Burry’s 13F portfolio value increased from $75M to $201M this quarter.
- Scion Asset Management added a large short position in Apple through Puts during the quarter.
- The top three positions are Alphabet, Apple Puts, and Booking Holdings.
Michael Burry’s 13F portfolio value increased from $75M this
quarter. The portfolio is heavily concentrated with just 12 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 2022. 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 .
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