Michael Burry · quarter digest

What Michael Burry did in Q3 2024

Scion Asset Management filed 6 moves in Q3 2024: 2 new, 3 add, 0 trim, 1 exit.

13F filed 2024-11-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.

New positions · 2

Fresh money

NEW·8.5% book·+25

“Burry's BABA re-entry.”

NEW·7.6% book·+9

“First JD.com position.”

Adds · 3

BAIDUBAIDU INC

ADD +178%·16.9% book·+2

FOURSHIFT4 PMTS INC

ADD +50%·10.2% book·+14

MOHMOLINA HEALTHCARE INC

ADD +22%·8.0% book·−2

Exits · 1

HPPHUDSON PAC PPTYS INC

EXIT·0.0% book·+2

Current top holdings

#	Ticker	Weight	Conviction
1	BABA Alibaba	21.3%	+25
2	JD JD.com	17.6%	+9
3	BIDU Baidu	14.8%	−1
4	SHEL Shell	9.2%	−1
5	ESTC Elastic NV	8.7%	−10

Other quarters for Michael Burry

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.