Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: New puts in BABA BIDU JD NVDA PDD TCOM
Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: BABA puts (200K), BIDU puts (100K), JD puts (400K), NVDA puts (900K), PDD puts (200K), TCOM puts (200K)
- Increased positions in: EL (to 200K shares from 100K shares)
- Closed positions: MAGN (from 200K shares), OSCR (from 200K shares), VFC (from 200K shares), ACIC (from 146K shares), BRKR (from 75K shares), MOH (from 25K shares), GOOS (from 25K shares), HCA (from 15K shares)