What Michael Burry Bought in Q2 2024
Scion Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$52.5M
Total Value
10
Holdings
5
New Buys
2
Reduced
In Q2 2024, Michael Burry reported 10 long equity positions worth $52.5M in their Scion Asset Management 13F filing, including 5 new positions (largest: SHIFT4 PMTS INC at $7.3M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 155000 | $11.2M | 21.26% | +24.0% |
| 2 | FOUR | SHIFT4 PMTS INC | 100000 | $7.3M | 13.97% | NEW |
| 3 | MOH | MOLINA HEALTHCARE INC | 24530 | $7.3M | 13.89% | NEW |
| 4 | BIDU | BAIDU INC | 75000 | $6.5M | 12.36% | +87.5% |
| 5 | JD | JD.COM INC | 250000 | $6.5M | 12.31% | -30.6% |
| 6 | HPP-PC | HUDSON PAC PPTYS INC | 1144435 | $5.5M | 10.49% | NEW |
| 7 | REAL | THE REALREAL INC | 1000000 | $3.2M | 6.08% | -29.2% |
| 8 | ACIC | AMERICAN COASTAL INS CORP | 251892 | $2.7M | 5.06% | — |
| 9 | OLPX | OLAPLEX HLDGS INC | 995250 | $1.5M | 2.92% | NEW |
| 10 | BCAB | BIOATLA INC | 633959 | $869K | 1.65% | NEW |