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Michael Burry · quarter digest

What Michael Burry did in Q1 2024

Scion Asset Management filed 18 moves in Q1 2024: 6 new, 4 add, 0 trim, 8 exit.

13F filed 2024-05-15. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.

← (archive start)Q1 2024 · fleet digestQ2 2024 →
New positions · 6

Fresh money

PHYSSPROTT PHYSICAL GOLD TR
NEW·7.4% book·0
CVITHE CIGNA GROUP
NEW·7.0% book·0
BPBP PLC
NEW·6.4% book·+1
BABA
NEW·6.0% book·+33

“First BABA contrarian position.”

JD
NEW·5.5% book·+13

“First JD position.”

BAIDUBAIDU INC
NEW·4.1% book·−6
Adds · 4

Adding to conviction

HCAHCA HEALTHCARE INC
ADD +25%·8.1% book·−8
CCITIGROUP INC
ADD +25%·7.6% book·−7
BLOCKBLOCK INC
ADD +80%·7.4% book·−10
SEASTAR BULK CARRIERS CORP.
ADD +14%·5.8% book·−7
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Exits · 8

Closed positions

ORCLORACLE CORP
EXIT·0.0% book·−13
CVSCVS HEALTH CORP
EXIT·0.0% book·+3
GOOGLALPHABET INC
EXIT·0.0% book·−22
AMZNAMAZON COM INC
EXIT·0.0% book·−13
BKNGBOOKING HOLDINGS INC
EXIT·0.0% book·−14
MKTXMGM RESORTS INTERNATIONAL
EXIT·0.0% book·−9
BRKRBRUKER CORP
EXIT·0.0% book·−1
TOASTTOAST INC
EXIT·0.0% book·−6
Current top holdings

Michael Burry’s book, latest snapshot

#TickerWeight
1BABA
Alibaba
21.3%
2JD
JD.com
17.6%
3BIDU
Baidu
14.8%
4SHEL
Shell
9.2%
5ESTC
Elastic NV
8.7%
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Other quarters for Michael Burry
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.