What Michael Burry Bought in Q3 2024
Scion Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$129.8M
Total Value
11
Holdings
3
New Buys
3
Reduced
In Q3 2024, Michael Burry reported 11 long equity positions worth $129.8M in their Scion Asset Management 13F filing, including 3 new positions (largest: JD.COM INC at $20.0M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 200000 | $21.2M | 16.36% | +29.0% |
| 2 | JD | JD.COM INC | 500000 | $20.0M | 15.41% | NEW |
| 3 | JD | JD.COM INC | 500000 | $20.0M | 15.41% | +100.0% |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 168900 | $17.9M | 13.81% | NEW |
| 5 | FOUR | SHIFT4 PMTS INC | 150000 | $13.3M | 10.24% | +50.0% |
| 6 | BIDU | BAIDU INC | 125000 | $13.2M | 10.14% | 66.7% |
| 7 | MOH | MOLINA HEALTHCARE INC | 30000 | $10.3M | 7.97% | +22.3% |
| 8 | BIDU | BAIDU INC | 83300 | $8.8M | 6.76% | NEW |
| 9 | OLPX | OLAPLEX HLDGS INC | 1000000 | $2.4M | 1.81% | 0.5% |
| 10 | REAL | THE REALREAL INC | 500000 | $1.6M | 1.21% | +-50.0% |
| 11 | ACIC | AMERICAN COASTAL INS CORP | 100000 | $1.1M | 0.87% | -60.3% |