Michael Burry · quarter digest

What Michael Burry did in Q4 2024

Scion Asset Management filed 10 moves in Q4 2024: 5 new, 2 add, 2 trim, 1 exit.

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

New positions · 5

Fresh money

ELLAUDER ESTEE COS INC

NEW·9.7% book·−2

PDDPDD HOLDINGS INC

NEW·9.4% book·−12

HCAHCA HEALTHCARE INC

NEW·5.8% book·−8

BRKRBRUKER CORP

NEW·5.7% book·−1

OSCROSCAR HEALTH INC

NEW·3.5% book·−12

Adds · 2

ADD +30%·11.5% book·+33

“BABA contrarian build accelerating.”

ADD +25%·10.8% book·+13

“JD.com add.”

Trims · 2

BAIDUBAIDU INC

TRIM -40%·13.6% book·−6

MOHMOLINA HEALTHCARE INC

TRIM -17%·9.4% book·+3

Exits · 1

FOURSHIFT4 PMTS INC

EXIT·0.0% book·+2

Current top holdings

#	Ticker	Weight	Conviction
1	BABA Alibaba	21.3%	+33
2	JD JD.com	17.6%	+13
3	BIDU Baidu	14.8%	−1
4	SHEL Shell	9.2%	−2
5	ESTC Elastic NV	8.7%	−7

Other quarters for Michael Burry

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