Question 1

What stocks did Michael Burry buy this quarter?

Accepted Answer

In the Q3 '25 13F filing, Michael Burry added 7 new positions and increased 0 existing holdings, totaling $1.36B in buy activity. New positions alone account for $1.36B.

Question 2

What was Michael Burry's biggest new buy?

Accepted Answer

Michael Burry's largest new position in the Q3 '25 filing was PALANTIR TECHNOLOGIES INC (PLTR) at $912.1M, representing 66.04% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
PLTR	PALANTIR TECHNOLOGIES INC	5000000	$912.1M	66.04%
NVDA	NVIDIA CORPORATION	1000000	$186.6M	13.51%
PFE	PFIZER INC	6000000	$152.9M	11.07%
HAL	HALLIBURTON CO	2500000	$61.5M	4.45%
MOH	MOLINA HEALTHCARE INC	125000	$23.9M	1.73%
SLM	SLM CORP	480054	$13.3M	0.96%
BRKRP	BRUKER CORP	48334	$13.1M	0.95%

Michael Burry — Recent Buys

New positions (7)