- Michael Burry’s 13F portfolio value is at $1.74B this quarter as the nominal values of Puts purchased skewed the reported number.
- Scion Asset Management added 2M shares (nominal) in Puts against the SPDR S&P 500 Index ETF (SPY) and Invesco QQQ (QQQ).
- The turnover and overall insanity in Michael Burry’s 13F reports continue.
Michael Burry’s 13F portfolio value is at $1.74B this
quarter. 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 Q2 2023. 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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