What Michael Burry Bought in Q4 2024
Scion Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$77.4M
Total Value
13
Holdings
8
New Buys
3
Reduced
In Q4 2024, Michael Burry reported 13 long equity positions worth $77.4M in their Scion Asset Management 13F filing, including 8 new positions (largest: LAUDER ESTEE COS INC at $7.5M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 150000 | $12.7M | 16.42% | -25.0% |
| 2 | BIDU | BAIDU INC | 125000 | $10.5M | 13.61% | — |
| 3 | JD | JD.COM INC | 300000 | $10.4M | 13.43% | -40.0% |
| 4 | EL | LAUDER ESTEE COS INC | 100000 | $7.5M | 9.68% | NEW |
| 5 | MOH | MOLINA HEALTHCARE INC | 25000 | $7.3M | 9.40% | -16.7% |
| 6 | PDD | PDD HOLDINGS INC | 75000 | $7.3M | 9.39% | NEW |
| 7 | HCA | HCA HEALTHCARE INC | 15000 | $4.5M | 5.81% | NEW |
| 8 | BRKR | Bruker Corp | 75000 | $4.4M | 5.68% | NEW |
| 9 | VFC | V F CORP | 200000 | $4.3M | 5.54% | NEW |
| 10 | MAGN | MAGNERA CORP | 200000 | $3.6M | 4.69% | NEW |
| 11 | OSCR | OSCAR HEALTH INC | 200000 | $2.7M | 3.47% | NEW |
| 12 | ACIC | AMERICAN COASTAL INS CORP | 146100 | $2.0M | 2.54% | +46.1% |
| 13 | GOOS | CANADA GOOSE HLDGS INC | 24838 | $249K | 0.32% | NEW |