Michael Burry · quarter digest

What Michael Burry did in Q4 2024

Scion Asset Management filed 5 moves in Q4 2024: 2 new, 2 add, 1 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.

New positions · 2

Fresh money

PDDPDD HOLDINGS INC

NEW·9.4% book·−1

HCAHCA HEALTHCARE INC

NEW·5.8% book·+1

Adds · 2

ADD +30%·11.5% book·+39

“BABA contrarian build accelerating.”

ADD +25%·10.8% book·+24

“JD.com add.”

Trims · 1

BAIDUBAIDU INC

TRIM -40%·13.6% book·+1

Current top holdings

#	Ticker	Weight	Conviction
1	BABA Alibaba	21.3%	+39
2	JD JD.com	17.6%	+24
3	BIDU Baidu	14.8%	−1
4	SHEL Shell	9.2%	−2
5	ESTC Elastic NV	8.7%	0

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